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Sales Forecasting

Update your sales forecast in minutes

One of the less scientific areas of selling is sales forecasting. Fortunately Sales Force Automation includes forecasting. Here's an example of the easy way to update your forecast.

  1. Choose the forecast report either from the shortcut on the home page or the reports menu,
  2. Use the drop down menus to update the forecast date, opportunity, opportunity value, win probability, sales status and sales stage.
  3. Click submit and you're finished.