Who can create forecasts?

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• Working with Forecasts

  Forecasts play a crucial part in the financial planning of your business. Sales forecasting is projecting the short-term and long-term sales performance of a company. Sales forecasts are  an important measurement of your company's growth and success. ...

• Standard Fields in Forecasts

  Following are the list of Zoho defined standard fields available in the Forecasts module: Field Name Description Year Select the fiscal year from the drop-down list. Forecast Period The period for which you can create forecasts can be either ...

• Forecasts Based on Territory Hierarchy

  Forecast based on territory By default, forecasts in Zoho CRM are based on role hierarchy. However, if you enable territory management forecasts will be based on territory hierarchy. Territory Management in Zoho CRM is a system by which customer ...

• Forecasts Based on Role Hierarchy

  The CRM records are accessible to the users in an organization based on their roles. The user at a higher hierarchy will be able to view the subordinate's record, that is, the record visibility is per the role hierarchy. A role hierarchy has multiple ...

• Creating and working with forecasts

  If you are currently using the old forecast, it is recommended to switch to the new forecast on or before June 31st, 2022 to have uninterrupted access to the forecast module. What is a sales forecast? A Sales forecast is similar to a weather ...