Now in this session let's talk about enabling forecast adjustments.
So let's go back to our forecast settings.
This is our forecast settings that we have done till now.
We have enabled the forecast.
We have added forecast types and the also September default forecast display.
So we have set it up for six months.
Perfect.
Now let's understand what does this concept of enabling forecast adjustments.
So for understanding forecast adjustments let's first talk about forecast.
So what does a forecast forecast is actually an estimation.
All right.
Forecast is an estimation that is done based on the current data and the historical data from it.
All right.
So based on the data that you have the system will generate the forecast.
So basically that is the system generated values.
Or maybe you can consider that as a report or however you call it.
It is given by the system based on the data that you have.
And based on the criteria that you define if you say amount.
Yes.
If you say the revenue is the revenue.
So based on the field that you define the system would agenda rate this forecast information based on
the criteria.
And based on the data.
Perfect.
So that is our forecast is generated.
And now if you initially forecast our adjustments what it means is on top of the report that is generated
by the system.
I wouldn't even want to call it a report or on top of the data I can say the forecast data.
So on top of the forecast data that is generated by the system.
If you want to allow the managers to adjust the data to update it then you can enable this feature off
manager adjustments so you can see here.
This manager adjustment means this will let the forecast a manager are just the unknowns of their immediate
subordinates and also the Czech territories.
So if you enable the manager adjustments feature then it would enable the managers who are just the
amount of their immediate subordinates.
All right.
And enable all our adjustments meaning you can bet your own forecast.
So you feel the forecast owner then is this option is enabled then you can enable I bet your own forecast.
All right.
So if you want to let users have that feature then you can enable this.
And if you do not want to give that feature to the users you do not check this.
And users will not be able to update the forecast.
But on top of it even if you check these check boxes even in the profile section in the users we have
all the right forecast.
So only after that does enabled users will be able to make the modification.
So for a managed article update the forecast this check box 2 should be checked.
Plus that we'll write a forecast checkbox in his user detail page.
So that also should be checked.
Only then the manager will be able to update and for all the adjustments this checkbox has to be checked
plus the override forecast a checkbox in the user detail page that has to be checked for owners who
are just their own forecast.
So both options should be checked for making adjustments.
So this is called the enabling forecast adjustments.
Basically doing are just months on the forecast that is generated by the system.
But for the time being let me not enable this.
All right.
Once we generate our forecast data then we'll come back here will enable this and then we'll understand
the difference.
But for the time being we have just understood what the concept of forecast adjustments in the next
section.
Let's talk about enabling cumulative forecast through lapse.