Forecasts

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COLLABORATIVE FORECASTS IMPLEMENTATION GUIDE

TUTORIAL SET UP COLLABORATIVE FORECASTS

Step Turn On Collaborative Forecasts
Step Add a Forecasts Tab
Step Decide Which Forecast Types to Use
Step Activate a Forecast Type
Step Choose a Forecast Rollup Method
Step Define a Default Date Range

TUTORIAL SET UP FORECASTS USERS

Step Give Users Access to Collaborative Forecasts
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 Category Names
Step Enable Manager Judgments and Adjustments
Step Set Up a Default Collaborative Forecasts Currency
Step Show Quotas
Step Optional Manage Quota Data in Setup
Step Optional Create Your Own Custom Forecasts Pages
Step Create a Forecasting Custom Report Type and Forecasting Report
Summary