At first, a user with administrator profile has to configure the organization's forecast settings in the Zoho CRM account. The settings include:
To configure forecast settings
The first settings to configure when creating a forecast for the first time, is the Fiscal Year. Depending on your organization's financial cycle, you can specify the month the financial year begins.
To set up Fiscal Year
Forecasts are created to help every individual in the sales team, who has opportunities assigned to them and their managers.
To create forecasts
Once the forecast is created, you can add deals to each month. When the deal is closed it will automatically appear under forecast history. All the deals created will show under each individual sales person's monthly forecast list for follow-up.
In the Forecast Details page, the details displayed are:
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