Before Zoho, our org used a hybrid top down-bottom up sales target setting process. First step involved looking at our individual accounts and/or service lines across various sales managers and estimating likely business that would be pursued in the coming period. Once that first pass was done, we went back and set top down targets across various territories. Does anyone have some good advice as to how to accomplish this in zoho. I've been playing with Territory Forecasts, but the process seems very top down, with no way to start bottom up first. perhaps there is a way with offline campaigns or deals?
I'd be interested in how other orgs are implementing processes like this as i really want to get away from using the existing excel file we have to do this work.