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Configuring Scratchpad Forecasting
Configuring Scratchpad Forecasting

Get started with Salesforce requirements & configuration of targets, categories, and multiple forecasts

Updated over a week ago

Salesforce Requirements Before Getting Started

  1. Scratchpad Forecasting relies on the Roles/Forecast Hierarchy setup in your Salesforce instance, ensure they are updated. Video walk-through here

  2. Add the Allow Forecasting permission on the User level

  3. Add the View Roles and Role Hierarchy permission on the Profile level

How to Configure & Customize Your Forecast Settings

  1. Navigate to the Gear Icon in the bottom-left corner of your Scratchpad homepage

  2. Select Forecasts under Workspace

  3. Click on your desired Forecast to edit General settings (like Name, Forecast Period, and Categories) and manually configure Targets for your team

  4. Select +New Forecast to create Multiple Forecasts

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