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Forecast Options in Classic UI

in Sales 7 comments

Hi there,

we are trying to set up the Forecasting in the Classic UI according to the requirements of our customer.

The requirements are the following:

  • Forecasts should be submitted monthly and they have to be able to edit them until the last day of the months.
  • Furthermore they want the forecast to be editable 90 days in advance.

Example: The forecast for December is due on the 31st of December and they can edit it beginning from the 1st of September.

Therefore we fulfilled the Forecasting Option Setting like you can see in the screenshot:

The Scheduled Forecast automatically calculated by the system are this:

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