Associating Opportunities with a Forecast

Access the Forecast - Manage {Forecast Name} Forecast form. Select the Sales tab. Click the Opportunity link.

To associate opportunities with a forecast:

1. Enter a date range.

   The system includes the opportunities with a close date that falls within the date range that you specify. If you do not enter a date range, the system includes all active opportunities that have not closed as of the date the forecast is created.

2. To narrow the search for opportunities, complete any of these fields:

   • Opportunity Type

   • Industry

   • Probability

3. Specify the sales team or sales team member that is associated with the opportunities that you want to include in the forecast in the Sales Team field.

   The system searches for opportunities that contain the specified address number on the sales team.

4. Click the Generate button to display a list of opportunities that meet the criteria that you entered.

   These opportunities are now associated with the forecast.

5. To add additional opportunities to the forecast, click the Assign Opportunity button.

6. On Opportunity Search and Select, locate and select the opportunities that you want to include in the forecast, and then click Select.

   If you generated a list of opportunities, the opportunities that you select here are added to the generated list of opportunities. Be aware, if you click the Generate button again, the system regenerates the list of opportunities for the forecast based on the criteria that you define in steps 1 and 2, and discards any manual additions or deletions.

7. To remove an opportunity from the forecast, select the records that you want to remove in the Assigned Opportunities section of the form, and then click the Remove button.

8. When the Assigned Opportunities section of the form includes all of the opportunities that you want to associate with the forecast, click the Save Changes button.