Forecasting is an integral part for functioning of every sales team and the dashboard admin should always ensure that all the forecasting processes are running the they should.
Setting up a forecast should be done after multiple discussions with the team, as they will be the only once responsible for the execution.
The admin needs to go to the “Settings” section on the left most part of the screen.
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in the settings section, the admin then need to click on the “Forecast Settings” section under the heading of “Advanced Settings”
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On the “Forecast Settings” dashboard, the admin can see all the settings related to forecasting.
For more information on the features of this dashboard refer Using Forecast Settings
On the dashboard, all the previously created forecast systems can be seen.
The admin can chose to edit them or create a new forecast system using the same dashboard
To add create a new forecast system, the user needs to click on the “Add” button on the top right corner of the table. Doing this will open a pop up with details to be filled as per the system.
All the fields need to be filled to create a new process.