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**Overview:-**Forecast Settings is where admins configure how revenue forecasting works across the workspace — connecting your actual pipeline stages to the forecast categories your team sees on the Forecast page, plus setting quotas for each person.

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Where to Find It

  1. Click the Settings icon in the bottom-left corner
  2. Select Forecast Settings from the sidebar
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Assign Targets to Team Members

At the top of the page, click Assign Targets to Team Members → to open the target assignment screen, where you set individual quota targets for each person for the current fiscal period.

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Global Configuration

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Map Forecast Consideration with Sales Stages

This is the core of Forecast Settings — it connects your opportunity pipeline stages to the categories shown in the forecast table. Each category has a multi-select stage picker; click the × on any pill to remove a stage, or use the dropdown to add one. Once you’ve adjusted the mappings, click Save Forecast Settings at the top right to apply all changes.