1. Working with Sales Planning
  2. Working with Advanced Sales Forecasting
  3. Performing Generic Sales Forecasting
  4. Adjusting the Forecast

Adjusting the Forecast

Sales managers can collaborate with their sales reps to review current forecast commits and make necessary adjustments.

After reviewing your team's forecast, forecast predictions, pipeline, and coverage, make adjustments to your team's forecast, if needed.

  1. From the Home page, click Advanced Sales Forecasting Advanced Sales Forecasting icon, and then click Generic Generic icon.

  2. To adjust forecasts at a summary level (by territory or resource), click Forecast Summary and then make adjustments to your team's forecast for the current period in the Forecast Adjustment area.

  3. To adjust forecasts at a detailed level (by product or customer), click Forecast Detail. In the Adjustment area, select from the POV to determine how granular you want to make your adjustment, select the measure to adjust (for example, Forecast Commit), and then enter your adjustment.