Forecasting (End User)

This chapter describes how users, both sales representatives and managers, create, adjust, and work with forecasts. It includes the following topics:

• Scenario for Forecasting

• Scenario for Forecasting - Product Quantity Forecasting

• Setting a Default Unit of Measurement

• Creating a Forecast

• Adding Forecast Details

• Adding Ad-Hoc Revenue Line Items to a Forecast

• Viewing Forecasts

• About Forecast Adjustments

• API Driven Forecasting

• Submitting a Forecast

• Rolling Up a Forecast

• Refreshing a Forecast

• Rejecting a Subordinate’s Forecast

• Updating Revenues from a Forecast

• Updating a Forecast with a Revenue Item

• About Analyzing Forecasts