Hi all, we have a requirement to create forecasts based on Leads and Tasks/Activities. Could anyone suggest the best approach to implement this?”
3 个回答
Hi Hitesh,
We do now offer custom object based forecasting via
Consumption Forecasting. You would enter a monthly number per account, or for a subset under an account (like per account per lead source). Consumption Forecasting is available in EE and above, and uses Data Cloud.
All the best,
Lizzy
