{"id":1898,"date":"2012-05-16T04:26:31","date_gmt":"2012-05-16T04:26:31","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=1898"},"modified":"2012-05-16T04:26:31","modified_gmt":"2012-05-16T04:26:31","slug":"add-new-forecast-quarters-to-create-new-forecast","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/05\/16\/add-new-forecast-quarters-to-create-new-forecast\/","title":{"rendered":"Add New Forecast Quarters to create New Forecast"},"content":{"rendered":"

Sales Forecasting is a standard feature of the SageCRM application for both Individual CRM users and Teams. Its functionality is to allow individual Sales Users to enter forecasts using their opportunity pipeline.
\nForecasts tab can be seen on My CRM. Sometimes when we try to create a new Forecast for the current year, you might see an error i.e. No forecast Quarters available to create the new Forecast.
\n\"\"<\/a>
\nAfter a bit of brainstorming we found that the current year configurations are missing in the Translations. To solve this issue first we need to add a forecasting period for the current year.
\nSimple steps to add a forecasting period:<\/p>\n

    \n
  1. Go to Administration | Customization | Translations<\/li>\n
  2. Click on New Button.<\/li>\n
  3. Fill the data in the following manner.
    \nCaption Code\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0: 2012-Q1
    \nCaption Family\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0: Quarter
    \nCaption Family Type : Choices
    \nUS Translation\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0:\u00a0 2012 – Quarter 1
    \nUK Translation\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0: 2012 – Quarter 1
    \nFrench Translation\u00a0\u00a0: 2012 – Quarter 1
    \nGerman Translation\u00a0 : 2012 – Quarter 1<\/li>\n
  4. Similarly create the other translation for Period 2. Please refer below screen shot.<\/li>\n<\/ol>\n

    \"\"<\/a>
    \nOnce you are done with adding the Periods in Translations, then do a metadata refresh. Log off and Log on to your CRM system.
    \nNow your sales users will be able to create a new forecasting entry for the current\u00a0\u00a0year.
    \n    \"\"<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

    Sales Forecasting is a standard feature of the SageCRM application for both Individual CRM users and Teams. Its functionality is to allow individual Sales Users to enter forecasts using their opportunity pipeline. Forecasts tab can be seen on My CRM. Sometimes when we try to create a new Forecast for the current year, you might\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[161,332,408],"tags":[],"class_list":["post-1898","post","type-post","status-publish","format-standard","hentry","category-forecast","category-sage-crm","category-translations"],"yoast_head":"\nAdd New Forecast Quarters to create New Forecast - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/05\/16\/add-new-forecast-quarters-to-create-new-forecast\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Add New Forecast Quarters to create New Forecast - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Sales Forecasting is a standard feature of the SageCRM application for both Individual CRM users and Teams. Its functionality is to allow individual Sales Users to enter forecasts using their opportunity pipeline. Forecasts tab can be seen on My CRM. 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