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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                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



                                                                                                  • Related Articles

                                                                                                  • FAQs : Sales Forecasting

                                                                                                    What happens to the integrations configured by a user that I have deleted? Once a user has been deleted, all the configurations setup by him/her will stop working. Why can't I access my forecasts as an administrator? There could be two reasons why ...
                                                                                                  • 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 ...
                                                                                                  • 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. ...
                                                                                                  • Features you will miss on downgrading from Standard to Free edition

                                                                                                    Before you downgrade: If you're considering downgrading from Zoho CRM Standard to the Free edition, you will be losing access to 40+ valuable features. Here's a list of what you'll be missing out on. Salesforce Automation Sales Forecasting Calendar ...
                                                                                                  • Features you will miss on downgrading from Professional to Free edition

                                                                                                    Before you downgrade: If you're considering downgrading from Zoho CRM Professional to the Free edition, you will be losing access to 70+ valuable features. Here's a list of what you'll be missing out on. Salesforce Automation Sales Forecasting Macros ...
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