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Setting up Forecasting
To set up forecasting for your organization:
- Check the forecasting settings in the Forecasting configuration group are appropriate for your organization. For further information, see "Forecasts Settings".
- Ensure that each to be included in forecasting has the correct owner set.
- Ensure that the users who are to carry out forecasting activities have appropriate Forecast Edit and Forecast View permission controls. See "Permission Controls".
to be included in forecasting has the correct owner set.