Skip to main content
Universal Containers currently uses the Customizable forecasting feature of Salesforce.com for every Quater

 

The opportuninities for the current quter are detailed below

 

3500 opportunity in best case forecast category

 

2000 opportunity in Commit forecast category

 

1000 opportunity has been closed Won

 

1000 opportunity has been Closed Lost

 

What is the sales representatives Best Case Forecast for the Current Quarter
1 Antwort
  1. 2. Apr. 2014, 08:06
    Hi,

     

    This is an area where the old customisable forecast behaves quite differently, and some might say more sensibly, than the replacement collaborative forecast module.

     

    Customisable forecasting does some additional logic that Collaborative doesn't so in Collaborative the categories are distinct, i.e. all separate but in customizable they are a composite of each other.

     

    Forecast Column = Forecast Categories

     

    Best Case =  Best Case + Closed (Won) + Commit

     

    Closed = Closed (Won)

     

    Commit = Commit

     

    Omitted = Omitted, i.e. Lost or specifically excluded

     

    Pipeline = Pipeline

     

    So Best Case is where the system works out your total best case forecast rather than just the potential uplift.

     

    In short, the answer is 6,500
0/9000