Use the Activate & add quotas step to activate the forecast and make it available for users. After the forecast is active, you can download a template (Excel workbook) and upload it back with data, such as quotas and sample column types for all users who are defined in the forecast hierarchy. Note: At a time, you … Continue reading Sales Forecasting: Activate and upload simple columns data
In the Layout step of the forecast configuration, you can configure columns to define the forecast grid that appears for users. You can configure roll-up columns from option sets that are defined for opportunities in your organization. Perform the following steps to add columns and configure the forecast grid: Add columns from an option set.Configure columns.(Optional) Apply … Continue reading Sales Forecasting: Choose layout and columns
In the Permissions step of the forecast configuration, you define which team members can view and adjust the forecast data at each level of the hierarchy. Also, you can provide access to users who have specific security roles to view the forecast. To set viewing permissions In the User security field section, choose User lookup field. Choosing this field determines … Continue reading Sales Forecasting: Provide viewing permissions
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 