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Managing the sales forecast

This module is for anyone who wants to learn about forecast management.

Sales forecasts allow your organization to provide a realistic prediction of how much business you expect to close in a given period. Forecast management allows you to evaluate the sales pipeline and adjust the forecast as needed. Pega Sales Automation™ uses artificial intelligence to forecast sales.

What you'll learn

By the end of this course, you will be able to successfully:

  • Review the forecast
  • Adjust the forecast
  • Leverage close plans

Course Outline

  1. Managing the sales forecast

    • Before you begin
    • Show me how to manage the forecast
    • Let me adjust the forecast
    • Before you leave

Choose Your Format

Need help choosing the best format? Learn More.

  • Skill Level

    Beginner

  • Duration

    35 minutes

  • Platform Version

    8.2

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