How do I enable forecasting in Salesforce?

How do I enable forecasting in Salesforce?

How to setup Forecasting in Salesforce

1. From Setup, click Manage Users → Users.
2. For each user you want to enable, click Edit.
3. Under General Information, select Allow Forecasting.
4. Click Save.

What does allow forecasting in Salesforce?

Enabled users are listed in your forecast hierarchy. When you configure your role-based forecast hierarchy, you can enable more users or disable users that you’ve enabled. In addition, enabling the following user permissions automatically enables View Roles and Role Hierarchy.

How do I add a forecast tab in Salesforce?

Add a Forecasts Tab

1. In Setup, type App Manager in the Quick Find box and select App Manager.
2. For the Sales app, click the down arrow and select Edit.
3. Click Navigation Items and choose Forecasts.
4. Click Save.
5. From Setup, enter Profiles in the Quick Find box and select Profiles.
6. Select Custom: Sales Profile and then Edit.

Can Salesforce be used for forecasting?

Salesforce is the #1 CRM, giving sales leaders a real-time view into their entire team’s forecast. Sales Cloud is the part of Salesforce that’s most commonly used by sales leaders. In particular, Sales Cloud forecasts revenue by giving you: An accurate view of your entire business.

How do I set up a forecast manager in Salesforce?

Assign Forecast Managers in Your Forecast Hierarchy

1. From Setup, enter Forecasts (Customizable) in the Quick Find box, then select Forecasts Hierarchy.
2. Click Assign Manager or Edit Manager next to a role to assign a user as the forecast manager of that role.

How do I create a forecast hierarchy in Salesforce?

Set Up Your Forecasts Hierarchy

1. From Setup, enter Forecasts Hierarchy in the Quick Find box and select Forecasts Hierarchy.
2. Click Expand All to see the available roles.
3. Click the Enable Users link on the Director of Channel Sales level, select Henry’s name, and then click Add.
4. Click Save.

What is the purpose of forecast give example?

By definition, a forecast is based on past data, as opposed to a prediction, which is more subjective and based on instinct, gut feel, or guess. For example, the evening news gives the weather “forecast” not the weather “prediction.” Regardless, the terms forecast and prediction are often used inter-changeably.

What is forecast hierarchy in Salesforce?

The forecast hierarchy is a nested, expandable list of forecast users or territories that determines how forecasts roll up within a company and who can view and adjust them. The role-based forecast hierarchy is based on the user role hierarchy and specifies which users are forecast managers.

How do I enable forecasting in Salesforce lightning?

How to Setup Forecast in Salesforce Lightning

1. In Setup, type App Manager in the Quick Find box and select App Manager.
2. For the Sales app, click the down arrow and select Edit.
3. Click Navigation Items and choose Forecasts.
4. Click Save.
5. From Setup, enter Profiles in the Quick Find box and select Profiles.

What is forecast type Salesforce?

Use forecast types to specify how Salesforce calculates forecasts. Each forecast type is configured to use specific types of data from standard opportunity fields, opportunity products, opportunity splits, overlay splits, territories, product schedules, or custom currency and number fields.

What is a forecast category in Salesforce?

A forecast category is the category within the sales cycle to which an opportunity is assigned based on its opportunity stage. Salesforce admins can show a Most Likely category in Lightning Experience and can customize the forecast category names in single category rollups.

Which permission set must be assigned to a user for them to use account forecasting *?

Assign the Manufacturing Account Forecasting permission set to your users so that they can track account forecasts for quantity and revenue metrics of products.