Creating Sales Forecasts

1. On the Sales Forecasts form, select Actions > New.
2. The Salesperson field toward the top of the form defaults to the current salesperson (you).
3. Choose the sales period.
4. Save the record.
5. After you save the record, the Add Opportunities button is displayed on the form. If you click this button, the Opportunities form opens, allowing you to add opportunities to the sales forecast for the current salesperson (if opportunities exist for the salesperson).