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Anne Smith (Futuresource) ha fatto una domanda in #Sales Cloud

Hi, I have just started a new org and implemented the Collaborative Forecast tool, in my previous org you could choose to show movements of forecast activity (red to show decreases in numbers, green to show increases) - I cannot seem to get that functionality active in my new org or at least on my view - any clues? Appreciate your help.

3 risposte
  1. 11 gen 2023, 10:17

    This is what I am trying to replicate from my previous org. In my new org I do not and cannot seem to work out how to have the option to show changes in the Last 7 days - highlighted in second image?

    This is what I am trying to replicate from my previous org. In my new org I do not and cannot seem to work out how to have the option to show changes in the Last 7 days - highlighted in second image?

    Salesforce Forecast Movements Options.png

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