Print      Open PDF Version of Online Help

Sales > Forecasts > Managing Forecasts

Managing Forecasts

To manage forecasts, do the following tasks:

• Reviewing Forecasts
• Refreshing Forecasts
• Viewing and Editing a Forecast Using a Different Currency
• Viewing Forecast History
• Submitting Forecasts
• Unsubmitting Forecasts
• Managing Quotas
• Managing Your Team’s Forecasts

NOTE: Forecasting relies on user roles and reporting hierarchies. To create forecasts successfully, all users who have a user role that is designated as a forecast role must have a status of Active on their user record, and they must have a manager specified in their user record. The manager is specified in either the Reports To field or the Reports To (Alias) field, whichever is present on the user page layout.

For step-by-step procedures that are common to many record types, see:

• Creating Records
• Updating Record Details
• Linking Records to Your Selected Record
• Working with Lists

NOTE: Company administrators can customize Oracle CRM On Demand in a variety of ways, such as changing the names for record types, fields, and options in lists. So, the information you see might differ from the standard information described in the online help.

Also, depending on the access level that you have, you might not be able to perform all procedures described in the preceding list.

Related Topics

See the following topics for related information:

• Forecast Fields
• Working with the Forecast Homepage
• Setting Up Users
• Setting Up Users' Sales Quotas
• Analytics