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Forecasting

Join our community to dicuss forecasting best practices, and ask questions and learn about the capabilities and roadmap of Salesforce Forecasting, formerly known as Collaborative Forecasts. Forecast, Forecasting, Collaborative Forecasts, Pipeline Forecasting, Consumption Forecasting, Forecast Anything
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Lucas Traikoff (Altitude Innovators RevOps Consultant) 님이 #Forecasting에 질문했습니다
5월 20일 오후 2:32
Multiple Forecast Lengths

As far as I can tell, it's not possible to have mixed forecasting timelines in SFDC, correct? We can't have a forecasting type that's quarterly, and also an annual one?   @Forecasting 

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  1. Jeff Freund
    5월 21일 오후 2:41

    Hi Lucas - 

     

    That is correct.  The Forecast Periods setting (either Monthly or Quarterly) is set once for all Forecasting Types, not individually per type.   

     

    Regardless of how the forecast periods are set, you can choose to view the forecasts data for broader, aggregate periods (ie. Full Year) on the Forecasts page by selecting all periods in the year, in reports, or whatever way you look at the data. 

     

    Hope this helps, 

    Jeff

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Jeremy Ivers (Terumo Australia Pty Limited crm and data admin)
2025년 7월 1일 오전 9:56
Consumption Forecasting

Has anyone been able to get consumption forecasting to work? 

 

When I create the consumption forecast and go to save I keep getting the error message. 

Consumption Forecasting

I followed the documentation for setting up the consumption forecasting. Data cloud, forecast manager, permission sets, dlos/dmos/dmo relationships etc. 

 

I had to create the 6 standard objects manually  (the forecast data kit is not available for my org) as data steams, mapping to DLOs and DMOs. I also added the two custom DLO/DMOs. Everything is mapped out but when I go to save I get the error message above. 

 

Does anyone have any idea what issues will cause this? Is there anything useful to troubleshoot this error? 

 

 

 

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  1. Goutham Kotha (Salesforce)
    1월 5일 오후 12:28

    @Priya Mukherjee

    : Can you confirm if consumption forecasting is visible and enabled in this org from Setup -> Forecast settings? 

    : Can you confirm if consumption forecasting is visible and enabled in this org from Setup -> Forecast settings?

     

     

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Lynn Campbell (Lynn Campbell Consulting Inc. Salesforce Solution Architect) 님이 #Forecasting에 질문했습니다
2025년 11월 26일 오후 3:37
Get Forecast Group Item in a Forecast Quota report

I have forecasts setup and we are grouping the forecast quotas by Division.  I am trying to create a report on quotas vs actuals. I have set up the Custom Report Type as Forecast Quota with or without Forecast Items because I want to capture all the quotas, not just those that have opportunities associated.  The issue is that the group is not showing on the Forecast Quota, only on the Forecast item.  This means that those Quotas that do not have any associated Opportunities I lose the Division (grouping).  I find this strange because when I query the Forecast Quota object, there is a field for ForecastingGroupItemId and with that I can get the label and therefore the division.   

 

So why can I get this through SOQL but not in a report?  The Forecasting Group Item does not even appear on the report type.  Any ideas how I can get this? 

 

@Forecasting @Reports & Dashboards 

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Raj kapoor (Pentax Medical India Pvt. Ltd. Asst. Manager -IT , Salesforce administrator -APAC) 님이 #Forecasting에 질문했습니다
2024년 12월 5일 오전 11:53
Forecast submission is showing incorrect amount after submission...

Hi,

 

I have set default company currency USD and user default currency is INR, after submission commit, best case , closed amount is converted into USD but showing as INR.

 

scenario: - 

on forecast page commit amount is showing 84000 INR , when it is submitted it is showing 1000 INR 

when we change the currency to USD it further converts it into USD 12 USD.

 

Ideally it should show us as 84000 INR on submission.

 

Please see, if anyone has faced this issue. 

 

Forecast submission is showing incorrect amount after submission...

 

Best Regards,

Raj

 

#Forecasting  @Forecasting

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  1. Lizzy Perruzzi (Salesforce)
    2025년 7월 1일 오후 4:02

    Hi All- you should see this fix as Summer release hits your orgs! Thank you for your patience.

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Abhishek R (Cognizant Salesforce Consultant) 님이 #Forecasting에 질문했습니다
2024년 8월 7일 오후 5:28
Issues in Forecasting Salesforce

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 

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  1. Abhishek R (Cognizant)
    2024년 8월 18일 오전 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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Hitesh Tongia
2025년 10월 3일 오후 3:32
Setup Einstein Prediction

Setup Einstein Prediction 

 

Seems there are some changes happening in Einstein Prediction Builder , I have enabled in org but it's not showing on the forecasting also seems SF is planning to deprecated this , Any suggestions?

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  1. Abhishek R (Cognizant)
    2025년 10월 3일 오후 3:50

    Hi Hitesh,

    It requires good amount of data to do the analysis. And forecastingitem should be tracked as well. It's recommended to have 1 yr tracked forecast data for better prediction.

    You can refer those consideration as well in the document which I shared with you previously.

    If you still face challenge, kindly log a case with Salesforce support team.

    Thanks

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Hitesh Tongia
2025년 10월 3일 오후 3:21
Suggestions to create a Quota/Opportunity Amount report and dashboard

Suggestions to create a Quota/Opportunity Amount report and dashboard, 

 

Need suggestions to create this report , The problem is there are many users they don't have a single opportunity in a month in that case Quota doesn't get considered which is not right as per business , How to generate that report.

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  1. Abhishek R (Cognizant)
    2025년 10월 3일 오후 3:39

    If you have Salesforce Forecasting enabled you can use forecast dashboard as that gives more insights.

    You can also create a custom field in forecast settings to display quota gap. Quota gap represents difference between quota assigned to current deals which are closed.

    Quota gap -

    https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_features_core_forecasts_calculated_cols.htm&release=236&type=5

    Custom report type creation -

    https://help.salesforce.com/s/articleView?id=analytics.forecasts3_reports_crts.htm&language=en_US&type=5

    Thanks

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Hitesh Tongia
2025년 9월 14일 오후 10:09
Forecasting for Leads and Task and Activities

 Hi all, we have a requirement to create forecasts based on Leads and Tasks/Activities. Could anyone suggest the best approach to implement this?” 

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  1. Lizzy Perruzzi (Salesforce)
    2025년 9월 25일 오후 6:52

    Hi Hitesh, 

     

    We do now offer custom object based forecasting via

    Consumption Forecasting

    . You would enter a monthly number per account, or for a subset under an account (like per account per lead source). Consumption Forecasting is available in EE and above, and uses Data Cloud. 

     

    All the best, 

    Lizzy

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Hitesh Tongia
2025년 9월 16일 오후 1:15
Forecasting - Weighted Pipeline

For Cumulative Forecasting , Is it required to create a Weighted Pipeline field for calculated the Forecast amount or any other way to calculate.?

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  1. Lizzy Perruzzi (Salesforce)
    2025년 9월 25일 오후 6:47

    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.

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Mercedes Zajonc 님이 #Forecasting에 질문했습니다
2025년 9월 10일 오전 9:33
Creating forecast including variable commission calclulations

Hi Trailblazers,

We're looking for a solution to build a forecast list containing variable commissions (with uneven split between max. 2 consultants) in our Salesforce instance. It should also contain usual information such as GP (total and monthly), revenue and achievement rate (overall and individual goal of sales managers).

 

Our Business:

 

 Consulting/staffing business where each closed opportunity = one placement. We use custom objects (Bookings, Projects) alongside standard Opportunities.

 

What We Need:

  • Annual forecast with revenue, GP, commissions, achievement rate, projections 
  • Variable commission calculations with uneven splits between two consultant types (sales & recruiting) - not 50/50
  • Reports showing commission breakdowns, margins, and goal achievement tracking

 

Current Challenge:

 

 We manually create monthly booking records (which are linked to projects) but need to automate variable commission calculations with uneven splits and build forecasting capabilities. We don’t track commission splits, yet.

Questions:

  • Has anyone built automated variable commission structures with uneven splits between multiple consultants with flows/ other ways?
  • Best approach for forecasting with dynamic commission calculations?
  • Reporting solutions for complex commission tracking and goal achievement?
  • Native Salesforce forecasting vs. custom solutions for this scenario?

Any experiences or recommendations would be greatly appreciated! 

 

Thanks and all the best! 

 

@Forecasting 

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  1. Lizzy Perruzzi (Salesforce)
    2025년 9월 25일 오후 6:43

    Hi Mercedes, seems like maybe you should look into SPIFF, which focuses on commissions management.  

     

    If you're looking to collect a bottom-up forecast from your consultants, I'd suggest 

    Consumption Forecasting which can use custom objects and collect monthly forecast adjustments that roll up in real-time through the layers of management.

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