Video: Configure Forecasting by Opportunity

Summary:

A step by step guide to configuring Sales Forecasting in Redwood User Experience to forecast by opportunity.

Content:

Is your sales forecasting process based on the salespeople that own opportunities and their reporting hierarchy?

The please watch the following video to get a step by step guide on how to configure forecasting by opportunity owner rolling up the resource hierarchy.

This video is part of the Sales Forecasting in Redwood video series.

Sales Forecasting in Redwood user experience allows sales managers to hold their reps accountable to their opportunity commitments and track the forecast trends throughout quarterly, yearly or fiscal periods.