FAQs in this section
What is forecast and quota?
How can I make adjustments to forecasts?
What is target mismatch?
Can I export forecasts?

How can I set up forecasts and quotas?

Follow these steps to set up forecasts and quotas:
  1. Click the Menu icon.
  2. Go to Sales.
  3. Click Forecast and Quota.
  4. Click Set or Revise Team’s Quota.
  5. Click the filter displayed on the top-left side to select a team to set up forecasts and quotas.
  6. Enter the team and individual quotas under the Set Quota column.
  7. Click Save.
Home Privacy Policy Terms of Service Security Center Policy & Legal Center
© Copyright 2021 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube