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?
Table of Contents
To set up forecast and quotas follow these steps:
- Click the Main Menu.
- Click Sales.
- Click Forecast and Quota.
- Click Set or Revise Team’s Quota.
- Click the filter displayed on the top-left side to select a team to set up forecasts and quotas.
- Enter the team and individual quotas under the Set Quota column.
- Click Save.
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