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.