On this page you can configure and populate a forecast that you can use elsewhere in reporting.

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Creating a new forecast scenario

  1. Navigate to Setup > Forecast.
  2. Use the Add button top right to create a new scenario.
  3. Change the Name of the scenario inline.

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Update or delete an existing forecast scenario

Use the gear and garbage bin icon on the right to update the name or to delete an existing scenario.

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Populate forecast scenarios & sum up forecasts

Populating a forecast scenario

Step 1: Access your forecasts

  1. Navigate to Setup > Forecast.

  2. Select your desired forecast scenario from the list.

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Step 2: Choose a structure for your Forecast

You can create forecasts tied to structures beyond the Default structure, allowing you to, for example, tailor budgets for specific business units, regions, or custom reporting views.

Setup Instructions:

  1. Create a Forecast:

    1. Click Add in the top-right corner.

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    1. Provide a Name and Description for your forecast.

    2. Select the desired structure from the dropdown menu.

      Example:

      • Assign “Structure A” to a forecast for Division A.
      • Use “Structure B” for another division or custom group