Forecasting provides real-time insight for tracking sales against quotas, probabilities, plans, etc, which helps the organization to fine-tune the sales process. For sales managers, the forecast feature provides an overall picture of the company's sales pipeline, as well as those of individual staff performance. Sales representatives can use forecasting to meet/exceed quotas assigned to them and in turn increase company profits.
Note:
Profile Permission Required: Access to the Forecasts Tab that includes View, Create, Edit and Delete permissions.
Create Forecasts | Associate Forecasts | Set Fiscal | Manage List Views
