FAQs in this section
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?
How do I enable adjustments in Forecast?
What is the forecast and quota module?
Table of Contents
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.
To know more about Forecast and Quota, click here.
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.
To know more about Forecast and Quota, click here.
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