Hello. I am working on setting up collaborative forecasting with ETM. When I create forecast types I am not seeing the option to specify use of territory hierarchy. ETM and Collaborative forecasting are enabled. Is there something else I need to do? Do I need to request activation of some sort?
I have specified forecast managers for some of the territories (but not all).
I have set up two forecast types that use role hierarchy, and those are working
I would like to be able to use both types for different use cases in the org.
Thank you.
댓글 2개
It is active. Attached are some screenshots