- Welcome!
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Express Start - Forecasting: Overview
- Introduction to Forecasting
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Overview of Forecasting and Pipeline Management
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Enabling Forecasting and Pipeline Management Capabilities
- Configuring Forecasting & Pipeline Management
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CRM Configuration
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Configure User Access
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Automating Governance of Forecasting and Pipeline Management Data for Complex Organizations
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Configure Sales Period Length & Fiscal Year Start Month
- Quota Goals
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Setting Your Quota in Outreach
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Forecasts in Outreach
Who can create and edit forecasts?
Forecast configuration resides in the Outreach Admin experience. Any customer with an “admin” profile will be able to create, configure, and publish forecasts.
In this section of the course, you will learn how to create, publish and edit forecasts to empower your team to reach their quota goals.
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Creating & Configuring Forecasts
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How to: Forecast Rollup
- Scenario Planner
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How to: Scenario Planner
- Pipeline Dashboard
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Pipeline Dashboard Overview
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Saved Views for Pipeline Dashboard
- Pipeline Movement Report
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How to: Pipeline Movement Report
- Manager & End User Enablement
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Launching Forecasting & Pipeline Management
