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Sales > Forecasts > Managing Forecasts > Submitting Forecasts

Submitting Forecasts

The last step in creating a forecast is to submit it to your manager for review. When the forecast reflects the amounts that you want to include in your company’s forecasts, submit the forecast.

NOTE: Managers can submit forecasts for their direct reports. This option must be selected when you set up your forecast definition. If this option is not selected, managers cannot submit their forecasts until all of the managers' direct reports submit their forecasts.

Submitted forecasts cannot be edited. If you need to adjust a submitted forecast, your manager or administrator must first unlock (unsubmit) the record. For more information, see Unsubmitting Forecasts.

To submit your forecast

1. Click the Forecasts tab.
2. In the Forecast Homepage section, click the Forecast Date link for the forecast record you want to submit.
3. On the Forecast Detail page, click Submit Forecast in the Forecast Summary title bar.

Related Topics

See the following topic for related information:

• Unsubmitting Forecasts
• Setting Up the Forecast Definition