Setting Up Sales Forecasting

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: