Enable Forecasting If You Use Sales Territories for Assignment

Here's how to enable forecasting if you set up sales territories to assign opportunities by geography, product, or other dimensions.

1. In the Setup and Maintenance work area, go to the following:

   • Offering: Sales

   • Functional Area: Forecasting

   • Task: Select Forecasting Options

2. Select Enable Forecasting.

3. Click Submit.

   The application runs a background process to generate your forecast windows and forecasts using the application's default option settings. The application generates quarterly forecasts for one year with a forecast submission window each month. After the process completes, your sales organization can start reviewing your forecasts right away. You can also change the forecasting defaults on the Select Forecasting Options page.