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            Allow Point-in-Time Pipeline Forecast Submissions

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            Allow Point-in-Time Pipeline Forecast Submissions

            Forecast submissions are sales reps’ or managers’ best estimates of the revenue or quantities they expect to close during the forecast period. As management levels within the sales organization review forecast rollups, they compare the current forecast against the submitted forecast numbers and quota.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Performance, and Developer Editions and in Enterprise and Unlimited Editions with Sales
            User Permissions Needed
            To enable forecast submissions: Customize Application

            When enabled, forecast submissions are available on active forecast types that don't include product families or other forecast groups.

            1. From Setup, in the Quick Find box, enter Forecasts Settings, and then select Forecasts Settings.
            2. Turn on Forecast Submissions.
            3. Save your changes.
             
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