Using the general properties and scheduling options of the forecast configuration page, you can define a forecast model by specifying a hierarchy and timeframe. To enter configuration and scheduling information In the General step, enter a descriptive name for the forecast. For example, SPEGA's Org FY 2020 Forecast. NOTE: By default, Rollup entity is configured as Opportunity. This value can't be … Continue reading Sales Forecasting: Define general properties and scheduling
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 … Continue reading Sales Forecasting : Select a Forecast Template
A forecast helps your organization predict how much revenue your sales team will generate in a given time frame. When done correctly, forecasting can play a significant role in your company's success. By using a forecast: Sellers can track performance against their targets and identify pipeline risks that might jeopardize their ability to hit their … Continue reading Sales Forecasting : Configure forecasts in your organization
Srinath Pega 