Before creating a forecast, you would have to choose the default forecasting period. That is managed from Reporting Periods, under section Deals & Forecasts, located in ⚙️ App Settings.
In order to create a forecast:
1. Navigate to Forecasts section
2. Click New located in the top right corner
3. In order to setup a new forecast, you would have to provide:
A name of the forecast
Choose whether it would be off, published to all line managers or to everyone
Select reporting period of the forecast.
Choose whether the forecast would only include deals in the selected period or not
Optionally, you can set another user as the owner of the forecast
4. After setting up the new forecast, click Save and the forecast will appear in the main forecasts menu
⚠️ Forecasts are available on our Enterprise plan only. If you are on Professional plan and would like to upgrade, please contact support.