This last step of integration is all about the future. You will be able to use sales goals for each of your teams as a comparison for where you are at with your forecast. You can fill in this info right now, or start with a ballpark figure – you will always be able to update it later. Here you’ll find more detail on how to configure team goals for sales forecasting.
Below goals, you can configure your hiring and attrition plan. This is another important factor affecting the forecast. You can put the plan in right now, or you can always update it later. Here you’ll find more on how to include hiring and attrition plans in your forecast.