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

                                                                                                            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 ...
                                                                                                          • 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 ...
                                                                                                          • Features you will miss on downgrading from Enterprise to Free edition

                                                                                                            Before you downgrade: If you're considering downgrading from Zoho CRM Enterprise to the Free edition, you will be losing access to 100+ valuable features. Here's a list of what you'll be missing out on. Salesforce Automation Sales Forecasting ...
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