Sales Forecasting : Select a Forecast Template

You must select a template to create a forecast. The selected templates populate the Hierarchy route field that defines the entity type in your hierarchy.

To select a template, go to the Forecast configurations page and select one of the following templates:

  • Org chart forecast: Roll-up columns and projections are based on your organization’s reporting structure. This template uses the Manager field on the User entity for the hierarchy.
  • Territory forecast: Roll-up columns and projections are based on the sales territory hierarchy.

Next Define general properties and scheduling

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