Setup Sales Forecasting for your Business Needs

Configure your sales forecasting process to meet your business needs, whether forecasting by opportunity owner rolling up the resource hierarchy or forecasting by opportunity revenue rolling up the territory hierarchy, showing sales quota information, defining the number of active forecast periods, configuring filters and one-time defaulting of the forecast category on current open opportunities.

Configure Forecasting - Forecast type step

Configure Forecasting - Review and Submit step

Simple guided process for setting up sales forecasting for your business needs.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

When setting up sales forecasting the sales forecast metrics generation process is automatically run and the following processes are scheduled:

• Compress sales forecast metrics to run every hour.
• Refresh sales forecast dimensions to run every day at 10 p.m. UTC.
  • Generate sales forecast metrics to run at 1 a.m. UTC 15 days prior to the start of the period following the last active period.

Access Requirements

This feature is available to sales administrators who have the Setup Sales Forecasting from Digital Sales privilege.