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Hi Everyone,

 

I have a use case of enabling forecasting module in the system. Once that's enabled and quota is assigned for respective users, I'm unable to view the trends present in chart view clearly. Chart has value only in latest week and nothing is evident for previous weeks (forecasthistory was enabled 2 weeks before) still unable to get the same in the page.

 

Also looking for an option to customize forecasting the same way which is enabled in manufacturing cloud (Create Triggers for Your Forecast Calculations (salesforce.com)). This option is only there in that specific cloud and I'm using sales cloud. Anyone tried any other way with which we can customize and get more outputs from forecasting page?

 

Looking for more ideas which I can try in this aspect.

 

Thanks

 

@Forecasting 

2 件の回答
  1. 2024年8月18日 11:14

    hi @Munagala Raghunath Reddy - I have logged a case with SF and is with them for more than 2 weeks. My query still exists with development team of salesforce. One issue is sorted which is specific to advanced forecasting mechanisms (not possible  in sales cloud), but others based on issues in normal forecasting is still with salesforce dev team

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