Salesforce Forecasting

Follow the below steps to enable Forecasting in Salesforce and check it’s usage quickly and easily.

1. Go to Forecast Settings in Setup.

2. Enable Forecast.

Note:

By default it creates Opportunity Revenue Forecast using Closed Date field.

3. Open Forecasts Tab.

Video Reference to Setup Salesforce Forecast:

How to quickly setup Forecasting in...
How to quickly setup Forecasting in Salesforce

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