Zoho Recruit | Working with Forecasts

Working with Forecasts

Introduction

Forecasts play a crucial part in the financial planning of your business. Recruitment forecasting is projecting the short-term and long-term recruitment performance of a company.

Recruitment forecasts are an important measurement of your company's growth and success. Factors such as previous recruitment forecasts and revenue, competition, economic conditions, hiring team and their performances, industry trends are considered while predicting monthly or quarterly targets. If your company meets consecutive forecasts, then you are assured that the company is growing!

Forecasts in Zoho Recruit provides a real-time insight to tracking hiring and helps your organization fine-tune the processes and monitor hiring pipeline. It provides an overall picture of the company's recruitment pipeline, as well as individual performances of the team.

Availability

Permission Required: Access to the Forecasts Tab. Territory/Role Managers & Administrators can create forecasts.

Understanding Forecasts in Zoho Recruit

  1. You have to define the start and end month of your organization's financial year, before you create forecasts.
  2. The new Forecasts are based on either Role Hierarchy or Territory Hierarchy. We recommend you to switch to the new improved forecasts for more forecasting options.
  3. Role Hierarchy- You can create forecasts based on the role hierarchy in your organization's Recruit account.
  4. Territory Hierarchy - You can create forecasts and set targets for territories and its users based on territory hierarchy, only if territory management is enabled in your organization's Recruit account.
  5. Details you will need, to create a forecast the very first time:
    1. Forecast's Period (Monthly/Quarterly).
    2. The month the Financial year begins.
    3. Field values based on which forecast targets are set.
  6. You can create one forecast for every quarter/month.
  7. In each quarterly/monthly forecast, you can set targets for the following:
  1. Roles/Territories
  2. Roles/Territories Managers
  3. Users in the roles/territories

    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION





                          Quick LinksWorkflow AutomationData Collection
                          Web FormsEnterpriseBegin Data Collection
                          Interactive FormsWorkplaceData Collection App
                          CRM FormsCustomer ServiceAccessible Forms
                          Digital FormsMarketingForms for Small Business
                          HTML FormsEducationForms for Enterprise
                          Contact FormsE-commerceForms for any business
                          Lead Generation FormsHealthcareForms for Startups
                          Wordpress FormsCustomer onboardingOrder Forms for Small Business
                          No Code FormsConstructionRSVP tool for holidays
                          Free FormsTravel
                          Prefill FormsNon-Profit

                          Intake FormsLegal
                          Mobile App
                          Form DesignerHR
                          Mobile Forms
                          Card FormsFoodOffline Forms
                          Assign FormsPhotography
                          Mobile Forms Features
                          Translate FormsReal EstateKiosk in Mobile Forms
                          Electronic Forms

                          Notification Emails for FormsAlternativesSecurity & Compliance
                          Holiday FormsGoogle Forms alternative GDPR
                          Form to PDFJotform alternativeHIPAA Forms
                          Email Forms
                          Encrypted Forms
                          Embeddable Forms
                          Secure Forms
                          Drag & drop form builder
                          WCAG



                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media


                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Forecasts Based on Territory Hierarchy

                                                                                                                Introduction By default, forecasts in Zoho Recruit are based on role hierarchy. However, if you enable territory management forecasts will be based on territory hierarchy. Territory Management in Zoho Recruit is a system by which customer accounts ...
                                                                                                              • Creating Forecasts

                                                                                                                Configure Forecast Settings At first, a user with administrator profile has to configure the organization's forecast settings in the Zoho Recruit account. The settings include: Target Period of Forecast (Monthly or Quarterly). The start month of the ...
                                                                                                              • 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 ...
                                                                                                              • Territory Management

                                                                                                                What is a 'Territory'? A territory is the demarcation of the recruitment force structure by which clients are grouped and shared with the recruiters of an organization. Territories can be based on various factors such as geography, industry, expected ...
                                                                                                              • Forecasts Based on Role Hierarchy

                                                                                                                Introduction Roles provide access permissions for the records in Zoho Recruit. Based on the role hierarchy, records are accessible by users. A role hierarchy has multiple roles and sub roles. In Zoho Recruit, you create a forecast target for the top ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources