Advanced Forecasting

The Advanced Forecasting feature lets you manage and track three categories of sales forecast amounts. These amounts represent your sales team's worst case, most likely, and upside forecasted sales amounts.

Advanced forecasting gives your sales reps more control over their sales forecast and increases the accuracy of your forecast reports and KPIs.

Managing different forecast categories also lets sales managers evaluate how well sales reps are able to predict their sales.

With Advanced Forecasting, you can also enter multiple projected amounts on opportunities. For more information on forecasting preferences, see Forecasting Preferences.

To enable the Advanced Forecasting feature, an administrator can go to Setup > Enable Features > CRM > CRM > Sales. Check the Advanced Forecasting box, and then click Save.

Related Topics

Sales Forecasting
Saving Sales Rep Forecasts
Saving Sales Manager Forecasts
Opportunities in the Forecast and Pipeline
Forecast Reports

General Notices