Forecast Quick Submit
You can use the Quick Submit button in the top right of the Forecast Module to make your forecast call.
When you click the Quick Submit button, you see the Quick Submission window. Just click on your number(s) to update your forecast. You can click on the Notes tab to expand it for each call and update your notes as needed. Click Submit when you're done.
a. Filter for which of your forecast calls you want to see and update
b. Change which time period (quarter) you are updating
Weekly Forecasting Capabilities
Note: You can't change forecasts for prior weeks.
As a rep, on any given week of the quarter, you can:
- Enter or update one or all of your forecast values for the remaining weeks of the forecast. You can quickly submit your forecasts for each week of the quarter, all at once.
- Update your notes for one or all of the remaining weeks for the forecast to justify your forecast calls.
- Drill into your deal-based forecast for one product and apply deal judgment to submit an accurate forecast.
- See the entire forecast (prior weeks, current week, and future weeks) for a holistic view of the forecast values.
- Easily resubmit your forecast values when there have been no changes, so you can quickly get back to more productive selling activities.
