Overview of Implementing Forecasting

Salespeople forecast sales by territory as well as by individual salesperson or other resources. The application generates forecasts from opportunities according to configured options.

Revenue for opportunities with close dates that fall within a forecast time period is added into the forecast for that time period for the related territory and salespeople for that opportunity. Here's a high level look at what you need to do to implement forecasting:

1. Configure territories.

2. Configure opportunities.

3. Enable forecasting from the Select Forecasting Options task.

   The application generates your forecast submission windows and sets default forecasting options. It also schedules the required forecasting background processes.

4. Change forecasting options and submission window dates, if needed.