Forecasting How To Videos

This article reviews adjusting weekly forecasts on the Weekly Forecasting page .  Weekly Forecasting will be enabled for all customers throughout 2024 and 2025. Please contact your CSM to learn more about migrating to the new experience.&n...

This article reviews publishing forecasts as part of the Weekly Forecasting process. Please refer to the documentation for Monthly Forecasting for publishing forecasts created in Monthly/Daily/Hourly Forecasting. Weekly Forecasting will be ena...

How to Customize Forecast Configuration Groups Video Edit A Forecast Configuration Group Follow these steps to change the configuration settings for a forecast configuration group : Click steps to expand for additional information and...

This article is part of forecast rules and covers editing or creating a new forecast rule. Forecast rules can be created upon creation of a new rule group. Once a rule group has been created, forecast rules can be added or edited at any time...