Creating and working with forecasts
What is a sales forecast? A Sales forecast is similar to a weather forecast, where you predict the weather based on various factors such as humidity, precipitation, air speed, wind speed, etc. and make plans for the day. It is the process of ...
FAQs on Forecasts
1. 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 ...
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 ...
Forecasts Based on Role Hierarchy
The CRM records are accessible to the users in an organization based on their roles. The user at a higher hierarchy will be able to view the subordinate's record, that is, the record visibility is per the role hierarchy. A role hierarchy has multiple ...
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 ...
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. ...