Who can create forecasts?
Users with administrator profile can create forecasts. Territory Managers can set targets for their territories and sub territories and the users in them.
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Creating Forecasts
Configure Forecast Settings At first, a user with administrator profile has to configure the organization's forecast settings in the Zoho CRM account. The settings include: Target Period of Forecast (Monthly or Quarterly). The start month of the ...
Creating Forecasts
Configure Forecast Settings At first, a user with administrator profile has to configure the organization's forecast settings in the Zoho Recruit account. The settings include: Target Period of Forecast (Monthly or Quarterly). The start month of the ...
Working with Forecasts
Introduction Forecasts play a crucial part in the financial planning of your business. Recruitment forecasting is projecting the short-term and long-term recruitment performance of a company. Recruitment forecasts are an important measurement of your ...
Working with Forecasts
Forecasts play a crucial part in the financial planning of your business. Sales forecasting is projecting the short-term and long-term sales performance of a company. Sales forecasts are an important measurement of your company's growth and success. ...
Standard Fields in Forecasts
Following are the list of Zoho defined standard fields available in the Forecasts module: Field Name Description Year Select the fiscal year from the drop-down list. Forecast Period The period for which you can create forecasts can be either ...