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When I set up collaborative forecasting it was only to have forecasting on Annuity deals. With covid and the changes in requirements from our clients we now need to be able to split forecasting between annuity and non annuity deals so that our numbers are not combined against the quotas I load for annuity income. We do not use product families in our org so our forecast type is Opportunity Revenue.
Does anyone have advice on how to add a new forecast type which can be based on non annuity income - it is still using Opportunity Revenue but I need to distinguish between Annuity and non Annuity amounts - we have a custom field with these drop downs for reporting.
Please help me understand how to keep my existing forecast type for annuity and how to add another one for non annuity.
1 answer
Hi Carol
Forecast comes with predefeind forecast types. you CAN create a forecast based ona custom currency field, so you'll need to create a custom currency field that stores the non annuity revenue
have a look at this trailhead module that explains what options are avaiable:
https://trailhead.salesforce.com/en/content/learn/modules/collaborative_forecasts_setup/collaborative_forecasts_unit_1
