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Currently, the Forecast Grid view in Collaborative Forecasts allows users to filter data by Fiscal Quarter and Fiscal Year using dropdowns, which helps them focus on a specific time period. However, in the Forecast Chart view

, these filtering options are missing. As a result, users see a fixed view without the flexibility to adjust the timeframe, which severely limits the usefulness of the chart for real-time forecasting, planning, and performance reviews. 

 

Is there any workaround by which I can add filter like Fiscal Quarter and Year on forecast Chart? 

please see below two screenshots 

 

https://app.screencast.com/8oWkV2CZ4cmUJ

 

https://app.screencast.com/FDr0pc5ysLthd

 

 

 

Currently, the Forecast Grid view in Collaborative Forecasts allows users to filter data by Fiscal Quarter and Fiscal Year using dropdowns, which helps them focus on a specific time period.

 

 

chart.png

 

 

#Forecasting #Sales Cloud #Salesforce Admin #Reports & Dashboards@Trailblazer Community Cove@* Salesforce Platform *@Admin Group, Tunis, TN@* Sales Cloud - Best Practices *

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