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Creating Sales Consultants' Monthly Forecasts (Dealer)

At the end of each period, when it is time for forecasting for the next period to begin, the first step is for the sales consultants to create their forecasts. They enter their goal for projected sales for the coming month.

This task is a step in Process of Creating the Monthly Forecast (Dealer).

To create a sales consultant's forecast

1. Navigate to the Monthly Forecast screen.
2. From the Show drop-down list, select My Monthly Forecast.
3. Click Create One New Period.

   In the Monthly Forecast list, a record is added for the next period.

4. In the Retail New, Retail Used, and Fleet fields of the new record, enter an estimate of sales for that period.