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Process of Managing Forecasts for Forecast Administrators

To manage forecasts, perform the following tasks:

  1. Set up the company's fiscal calendar, see Setting Up Your Company Profile and Global Defaults.
  2. Determine the forecast hierarchy, see Setting Up the Forecast Definition.
  3. Set the user quotas, see Setting Up Users' Sales Quotas.
  4. Create the forecast definition, including Date, Type, Duration, and Participants, see Setting Up the Forecast Definition.
