Sales agents and managers can finalize and submit forecasts in defined periods to ensure accurate projections. Agents can adjust forecast values, lock them, and submit the forecasts in the specified time frame.
Before you begin
Role required: sn_sales_forecast.submission_writer
Procedure
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Navigate to .
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Select the List icon
.
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Navigate to My lists
> Sales Forecast
> My Forecast Submissions.
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Select New.
The Create New Submitted Forecast page is displayed.
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From the Forecast list, select the forecast record that you want to submit.
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Check the values in the following fields that are automatically populated:
- Owner
- Sales Team
- Period
- Currency
- State
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From the Submission Window list, select the time period for which you want to submit the forecast.
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Select Save.
The Submission Entry page for that forecast is displayed.
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Select Submit Forecast to submit your forecast.
The forecast has been submitted and the state changes to Completed. The forecast values have been locked and cannot be changed. If your forecast model allows resubmission, you can reopen the submitted forecast
and modify values within the current submission window. For more info, see
Configure Forecast Model.