FAQs in this section
What is the forecast and quota module?
How do I set up forecasts and quotas?
How do I make adjustments to forecasts?
What is a target mismatch?
How do I export forecasts?
How do I add users to Forecast and Quotas?
How do I access the Forecast settings?
What are the Forecast categories?
What are the other actions you can perform on forecast categories?
Why are forecasts and quotas not displaying for certain users?
how to create the team in Forecast and Quotas
How do I modify the members of a team in Forecast and Quotas?

How do I enable adjustments in Forecast?

Enabling adjustments
Before you try to make adjustments to forecasts, you must enable adjustments.
Follow these steps to enable adjustments:
  1. Log in to your CRM account.
  2. Click Main Menu.
  3. Click Sales.
  4. Select Forecast and Quota.
  5. Click Settings on the top right corner.
  6. Click Configuration tab.
  7. Enable the checkbox for forecast categories under the Adjustable column under the Forecast Category block.
To know more about Forecast and Quota, click here.
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