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Introduction to Forecasts & Quotas

...  Introduction to Forecasts & Quotas Workbooks enables you to create real-time sales Forecasts .  Forecasts show Opportunities in your sale ...

Forecasting

 Hi Is there any way of excluding Renewals from Forecasts? We only want to include New Business opportunities, not renewals.   Thanks! You need to configure the You need to configure the Mapped forecast status value in the Op ...

Where do I store my Sales Peoples' targets?

Where do I store my Sales Peoples' targets? Sales Targets are called Sales Targets are called Sales Quotas in Workbooks.  They're accessed via the Start > Sales > Forecasts menu The documentation is located here . (Gene ...


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