Forecasts Based on Role Hierarchy

Roles provide access permissions for the records in Zoho CRM. Based on the role hierarchy, records are accessible by users. A role hierarchy has multiple roles and sub roles. In Zoho CRM, you create a forecast target for the top most role in the hierarchy, i.e. for the organization. Forecast targets are then set for the other roles in the hierarchy and the users in those roles.

• Users with administrator profile can create forecasts.
• Role managers can set targets for their roles, sub roles and the users in these roles.
• As each user can have only one role, you can have only one forecast target set for the user.

Configure the Organization's Forecast Settings

At first, a user with the administrator profile has to configure the organization's forecast settings in the Zoho CRM account. The settings include:

• Target Period of Forecast (Monthly or Quarterly).
• The start month of the Financial year.
• Field values based on which forecast targets are set. Make sure that you have created the fields based on your business requirements.

You can create forecast for a specific quarter/month only once. You can however modify the existing forecast details.

Create Forecasts Based on Role Hierarchy

In Zoho CRM, forecast is created for the top most role in the hierarchy, i.e. for the organization. Forecasts targets are then set for the other roles in the hierarchy and the users in those roles.

• Each role can have only one forecast for every quarter/month.
• A manager can be assigned to each role, failing which the parent role's manager owns the role.
• Each user can have only one forecast target set for every quarter/month.
• Only Role Managers and users with administrator profile can create forecasts.
• A role's manager can set targets for the users in the role. Users cannot set target for themselves.
• Role managers can set targets for themselves. If the role manager's superior changes the target, the role manager cannot change it.
• If a role does not have a manager, the manager of the superior role in the hierarchy can set targets for the users in the sub roles.
• You can create forecast reports based on roles.

Consult with Solusindo Total Teknikatama and you can contact us at marketing@stt.co.id.
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