Sales Cloud: Forecasting | Expert Coaching

In this Implement video, learn how to use forecasting to predict sales from your opportunity pipeline.

For additional resources and information mentioned in this video, or to sign up for an individual follow-up session (available to Premier and Signature Success Plan customers), click here: https://cs.salesforce.com/portraits/a...

0:00 Intro and Overview
0:34 Collaborative Forecasts Implementation Guide
1:00 Enable Forecasts
1:16 Forecast Types and Hierarchies
5:32 Additional Forecast Settings
7:18 End User Perspective
8:45 Next Steps and Outro

#Salesforce #ExpertCoaching #SalesCloud #SalesforceSupport #SalesforceHowTo #Accelerator #ExpertCoachingVideo

Implement: Sales Cloud: Forecasting
Salesforce is a customer relationship management solution that brings companies and customers together. It's one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service — a single, shared view of every customer.