Creating the Forecast

Once the forecast series has been set up, you can run the forecast.

To create the forecast

1. Navigate to the Forecasts screen.

2. In the Forecast list, add a new record.

3. In the Forecast Series field of the new record, select the forecast series you want to use, such as Channel Manager’s Quarterly Partner Forecast.

4. Navigate to the Forecast Series Dates view.

5. In the Forecast Date field, click the Single Select button.

6. In the Pick Forecast Series Date dialog box, select the record with the forecast date you want and click OK.

   The forecast runs.