FavoriteSuresh Krishnan (TCS) posted in * Trailhead Academy * (Originally posted by Suresh Krishnan)Feb 18, 2016, 10:22 PMSuresh KrishnanCould one of you help me?I have the following question...Universal Containers manages opportunity forecasts using the standard forecast categories in Salesforce customizable forecasting. Each sales stage is aligned with a forecast category. When reviewing the forecast, Universal Containers wants the roll-up of just the opportunities that are in pipeline, best case, and commit.What number in the forecast would provide Universal Containers with the appropriate information?a. Pipeline + Closed/Wonb. Pipeline + Best Casec. Pipelined. Pipeline + Commit What is the best answer? According to me it should be Pipeline (c) and not Pipeline + Best Case (b) because Client wants only pipeline, best case and comit. If we include Best Case, then "closed/won opportunity amounts" also will come in that is not required. (https://help.salesforce.com/HTViewHelpDoc?id=newforecasts_categories.htm).Thanks,SureshShow More2 commentsLoad more comments...Johan Yu (simplysfdc.com)Feb 19, 2016, 1:04 PMLooking good Chris, thanks for shout out.Add a commentWrite a comment...BoldItalicUnderlineStrikethroughBulleted ListNumbered ListAdd linkCode blockInsert imageAttach filesLink URLCancelSave0/9000Reply
Suresh KrishnanCould one of you help me?I have the following question...Universal Containers manages opportunity forecasts using the standard forecast categories in Salesforce customizable forecasting. Each sales stage is aligned with a forecast category. When reviewing the forecast, Universal Containers wants the roll-up of just the opportunities that are in pipeline, best case, and commit.What number in the forecast would provide Universal Containers with the appropriate information?a. Pipeline + Closed/Wonb. Pipeline + Best Casec. Pipelined. Pipeline + Commit What is the best answer? According to me it should be Pipeline (c) and not Pipeline + Best Case (b) because Client wants only pipeline, best case and comit. If we include Best Case, then "closed/won opportunity amounts" also will come in that is not required. (https://help.salesforce.com/HTViewHelpDoc?id=newforecasts_categories.htm).Thanks,SureshShow More