FAQs in this section
How can I set up forecasts and quotas?
How can I make adjustments to forecasts?
What is target mismatch?
Can I export forecasts?

What is forecast and quota?

Forecasts and quotas represent the sales goals set for a sales team and those set for each team member. You can set forecasts and quotas for a given financial period, say a month, quarter, or year.

You can view to Forecast and Quota by going to Sales  > Forecast and Quota.

A user can set or revise quota only if he or she has users reporting to him or her.

 
Home Privacy Policy Terms of Service Security Center Policy & Legal Center
© Copyright 2021 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube