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Does anyone know of a way to rename a Forecast Type for the Product Families - Revenue forecast in Collaborative Forecasts? We are trying to roll out Collaborative, but our users are really struggling with this terminology because we use product families (but we call them offering families or business units) and revenue scheduling. The Forecast tab uses the Opportunity Close Date to group the forecasts, not the schedule date, so my users are very confused as to how it can be called a "revenue" forecast. In our company, it's a "booking" forecast or TCV (total contract value) forecast.
3 Kommentare
  1. 6. Okt. 2015, 17:30
    @Christian Anderson, not Spring 16 since CFY is more important feature for many customers. Hopefully summer 16 for product/revenue schedule. Safe harbor applies.
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