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Forecasts

Forecasts

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Collaborative Forecasts Implementation Guide
Tutorial Set Up Collaborative Forecasts
Step Enable Collaborative Forecasts
Step Add a Forecasts Tab
Step Decide Which Forecast Types to Use
Step Enable Forecast Types
Step Choose Individual or Cumulative Forecast Rollups
Step Define Your Default Collaborative Forecasts Date Range
Tutorial Set Up Your Collaborative Forecasts Users
Step Enable Collaborative Forecasts Users
Step Learn About and Set Up Your RoleBased Forecasts Hierarchy
Step Learn How Partner Portal Users Can Add Collaborative Forecasts Opportunities
Tutorial Get the Most from Collaborative Forecasts
Step Customize Forecast Categories
Step Enable Adjustments
Step Set Up Your Collaborative Forecasts Currency
Step Enable Quotas
Step Optional Upload Quota Data
Step Create a Forecasting Custom Report Type and Forecasting Report
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