Document number: 11336

 

To generate a forecast:

1. From the Home page, navigate to Sales and then Forecasts.
   
   
2. Select Revenue Forecast and then Create.
   
   
3. Populate the Forecast Name field with the week value of the forecast.
   
   
4. Populate the Time Frame field with the quarter of the forecast.
   
   
5. Click the Add button.

This generates a real-time forecast for the period specified. Sales Reps are not able to submit or save the forecast. The process outlined above can be repeated until a Sales Manager completes and saves the forecast every Friday.

Once the manager generates a forecast, Sales Reps follow the process outlined above to view the forecast, but they will search for an existing forecast, not add a new one.

Only Opportunities with an Est. Close Date that falls within the time frame (quarter) you specified and have a Status of Active or Closed-Won, can be included in the forecast.

 

 

 

 

 

 

 

 

Created by the PeopleSoft Knowledge Management Team.
Copyright © 2001 All rights reserved.
Created: dkc 08/17/2001
Revised: amq 10/01/2004
Reviewed: 10/01/2004