Configure forecasts in InSite
Before you can use forecasts in InSite, you must first configure the functionality.
Procedure
- Activate the Forecasts page type
You can only use forecasts in InSite, if you have activated the Forecasts page type.
- Authorise functionality
You must authorise new functionality. In this case, you must link the forecast and Sales cockpit functionality to the correct authorisation roles.
- Create the Sales cockpit menu item
You add the Salescockpit menu item to the site. This portal page shows the user an overview of his tasks and the forecasts he is responsible for.