Configure Sales Forecasting

  • Release version: Yokohama
  • Updated March 31, 2025
  • 1 minute to read

    • Use the Sales Forecasting application to project your future sales volumes and revenue based data from opportunities and pipeline analysis.

    Activate Sales Forecasting

    As an admin, you can activate the following plugins to enable users to access Sales Forecasting. For more information, see Activate a plugin.

    Table 1. Sales Forecasting plugins
    Plugin Description Dependency
    com.snc_sales_forecasting Project your future sales volumes and revenue based on data from opportunities and pipeline analysis.
    • com.snc_app-l2c-core
    • com.snc_app-prd-pm
    • com.snc_app_l2c_oppty_mgmt
    • com.snc_app-tmt-core
    com.sn_sales_quota_application Assign the quota targets to the sales reps in the sales team hierarchy. com.snc_app_l2c_oppty_mgmt

    You need the Sales Quota Application plugin to assign the quota targets to each team and sales agent. You can view and track the targets achieved for each agent and team on the sales forecasting dashboard and the gap remaining to achieving the target.

    Table 2. Roles in Sales Forecasting
    Role ID Functions
    Forecast Administrator sn_sales_forecast.forecast_admin
    • Setup group hierarchy and sales teams with the managers and sales agents’ information for the organization.
    • Set up Sales forecasting settings and be able to initiate calculate forecasts.
    • Create/edit/view forecast category choices and forecast model details.
    Forecast Contributor  sn_sales_forecast.forecast_contributor View forecast item entries for the owner and the people under their hierarchy only.
    Forecast Analyst sn_sales_forecast.forecast_analyst View all forecasts item entries, forecast category, forecast model and associated opportunities.
    Sales Quota Admin sn_quota_core.quota_admin Create/import/edit/delete quota for different sales teams and individuals.
    Sales Quota Manager sn_quota_core.quota_manager Edit the sales quota for the groups.
    Sales Quota Owner sn_quota_core.quota_owner View the Sales quota assigned to the owner.