How to Configure Multiple Forecasting Goals

Objective

Configure multiple forecasting goals in Outreach.

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. Enter the desired goal.
6. Click Save.
7. Navigate to Forecasting & Pipeline management.
8. Select Forecasting details.
9. Under Assign Goal link the desired goals together.