Showing results for 
Search instead for 
Do you mean 
Community Home Request Access Read Blogs Share Your Ideas Search Community View My Settings
Reply
Highlighted
Bronze Super Contributor
Posts: 141
Registered: ‎02-22-2010

What is the need of "Add to Forecast" check box in the Opportunity Detail Page?

Hi All,

 

I have a question. There is a Check Box called "Add to Forecast" in the opportunity Detail Page of SLX 7.5 web. What is the need of that check box. How it is related to business. What exaclty it will happen when we check this. Can any body explain what is the function of this "Add to Forecast" check box.

 

 

Regards,

Jack

 

Highlighted
Employee
Posts: 191
Registered: ‎03-13-2009

Re: What is the need of "Add to Forecast" check box in the Opportunity Detail Page?

there could be scenarios where a sales person may not want to put his opportunities for a sales manager to assess the sales person's forecast, by clicking add to forecast the sales person is committing to add the opportunity to his forecast, so the targets may be measured against that month's forecast/quarter's forecast.

 

cheers

Kannan