Last Revised: 25 Nov 2019 Written by Veloxity CRM Time Estimate: About 1 minute to read.
You are looking at a screenshot demonstrating how to configure forecasts:
Figure 1. Forecasting Configurations.
On the Main Menu, select My Profile > App Setup > CRM Setup > Forecasting Configurations
The following numbers correspond with the numbers in Figure 1:
Click Save to save changes made to forecasting configurations.
Select the month marking the beginning of a new fiscal year: select a month from the pick list.
Select your forecasting interval: select annual, quarterly, or monthly from the pick list.
Select the minimum stage to include in the forecast: select from the pick list of sales stages.
Enter the minimum probability that should be included in forecasts.
If you have made changes to your forecasting configurations, and you wish to recalculate your forecasts based on the new configurations, check mark this box. When you click save (#1), your forecasts will recalculate.
Save Remember to click (#1) after making changes to your Forecasting Configurations.
Additional questions, feedback, or need more help? Click Learn More.