Additional Sales Forecasting Configurability

You can configure sales forecasting to meet your business forecasting needs. The following options are now available:

• Options to allow sales managers to make adjustments for their own forecast, their direct report's forecast, or make adjustments to forecast items, or prevent any forecast adjustments.

• Show or hide optional metrics such as, Best Case Forecast, Adjusted Team Rollup and Opportunity Rollup.

• Sequence for displaying the won, committed and best case forecast numbers within graphs

• Show or hide sales forecast graphs for sales managers.

Additionally, a forecast type can be defined to drive sales forecasting, and as part of this the administrator can define any filter criteria to restrict the set of records included in a forecast, for example, only include New and Expansion type opportunities in the forecast.

Configure Forecasting Metrics and Adjustment Step

Configure Forecasting Display Options Step

Hide or Show Graphs in Forecast Overview

Allows customers to easily configure sales forecasting to meet their business needs.

Steps to Enable

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

Key Resources

See How do I get started with Sales Forecasting? and Sales Forecasting in Redwood - Using and Implementing Videos

Access Requirements

This feature is available to sales administrators who have the Setup Sales Forecasting from Digital Sales (ZSF_SETUP_DIGITAL_SALES_FORECAST) privilege and to sales managers who have the Manage Sales Forecast from Digital Sales (ZSF_MANAGE_DIGITAL_SALES_FORECAST) privilege and the View Sales Forecast from Digital Sales (ZSF_VIEW_DIGITAL_SALES_FORECAST) privilege.