Forecasting

Forecasting

Assign and monitor targets based on organizational or territorial hierarchy.



Help guide
  1. Working with Forecasts
  2. Creating Forecasts
  3. Standard Fields in Forecasts
  4. Forecasts Based on Role Hierarchy

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                                                                                          • Related Articles

                                                                                          • FAQs: Sales Forecasting

                                                                                            How do I ensure each Rep can only see the Forecast they own? In Zoho CRM, you can set up an organization-wide hierarchy using the Roles module. When it comes to data sharing, users at a higher hierarchy, such as Sales Managers will be able to access ...
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