Forecasts

Now that you’ve learned how the sales team works with Leads, Campaigns, and Opportunities in Salesforce, it’s time to see how Salesforce supports their supervisors. Forecasts is a tool or set of tools that allows sales management to track and analyze current sales progress and results. It provides valuable information related to the current state of sales, allowing you to view them by team or individual salesperson. To access Forecasts, there’s a dedicated tab in the Salesforce interface and specific permissions are required. However, before you can view anything in Forecasts, it needs to be configured (you can do this in Setup). We won’t go into detail on how to do this because the Forecasts functionality has many possibilities and it’s difficult to describe a universal solution that will work for everyone. Just keep in mind that Forecasts are based on Opportunities, meaning that records of these objects are taken into account in Forecasts...