How can I 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 Recruit 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.