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How to Configure Multiple Forecasting Goals

Aye
Updated

Objective

Configure multiple forecasting goals in Outreach.

The Goals section in Outreach is where you will establish the quota goals for your various users and teams in the user rollup for your default sales period.

You can create multiple quotas as per your business needs , for eg: you can have a quota defined for Renewals & another quota defined for New Business or you may want to create monthly & quarterly quotas separately.

Applies To

  • Forecasting
  • Outreach Admins

Procedure

  1. Log in to Outreach as an Admin.
  2. Click Administration > Tools.
  3. Navigate to Forecasting & Pipeline management.
  4. Click Create goal.

  5. You can select a goal which you want to use as  your quota for the pipeline summary page. This goal will be used to make all calculations for relevant metric charts on the Pipeline Summary dashboard.
  6. Navigate to Forecasting & Pipeline management.
  7. Select Forecasting details.
  8. Once you have uploaded your sales quotas, you can link the quotas to their respective forecast from the forecast details page as shown below

Once the quota is linked, all the metrics defined in that forecast will be tracked against the linked quota.

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