FAQs in this section
What is the forecast and quota module?
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?

How do I set up forecasts and quotas?

To set up forecast and quotas follow these steps:
  1. Click the Main Menu.
  2. Click 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.
To know more about configuring Forecast and Quota, click here.
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