Setting Up Sales Forecasting — Cloud Customer Connect
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Setting Up Sales Forecasting

edited Jul 24, 2025 8:01PM in Sales

Summary:

An overview of setting up Sales Forecasting in Redwood User Experience.

Content:

Please watch the following video for an overview of setting up sales forecasting, the sales forecasting scheduled processes and information on sharing a forecast.

Also, download the PDF attachment for a step by step offline lab on setting up sales forecasting based on

  • Opportunity Owner rolling up the Resource Hierarchy
  • Opportunity Revenue rolling up the Territory Hierarchy


Version:

25A

Attachment:

This is part of the Sales Forecasting in Redwood - Using and Implementing Videos series of videos.

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