Configure Collaborative Forecasting

1. Explores the connected org to find opportunities, forecast categories and pipeline data.
2. Writes a phased plan and waits for the user to approve it before building.
3. Checks forecast types, filters and limits in the org, then sets up forecast types for the requirements.
4. Builds custom fields and a Forecast Snapshot custom object, then loads records into it.
5. For demos, moves opportunities to a stage that maps to the Commit forecast category and builds supporting demo data.
6. Builds forecast reports and a combined rollup dashboard.
7. Writes a click path guide for the setup.

Next capability: Configure Pipeline Inspection.