For Cumulative Forecasting , Is it required to create a Weighted Pipeline field for calculated the Forecast amount or any other way to calculate.?
Hi Hitesh, I think you might be referring to using the Expected Revenue field. This is a standard field that is the result of multiplying Probability and your standard Amount field. You can base your forecast on this if you want the numbers to be weighted by probability instead of net. In that case, you could add up Expected Revenue across all opportunities and get a single number that you believe you'll hit.
Some customers choose to use Amount or a custom currency/number field to forecast instead. In that case, you aren't factoring in your typical win rate or any risk. Instead, you forecast a total Commit, total Best Case, etc. that reflect the number you believe you will hit given different levels of risk/likelihood.
