Using Opportunity Amount field for Forecasting

Question

Does anyone know of a way to use a different field to calculate the "Amount" for forecasting?  Currently the Amount pulls from the product totals, but we use a different field for our Totals vs Quota.  We use the Annual Recurring Revenue total, which is generally the product totals * 12.  I tried to create a Process Builder that updates the Amount field whenever the opportunity record updates, but it doesn't work.  Any suggestions?

Nagendra Babu Pilli · Answer

Hi Jamie,

sorry for this issue you are encountering.

May I suggest you please check with below idea from the success community and upvote it so that it may be available in the mere future.

https://na43.salesforce.com/chatteranswers/ChatterAnswersQuestionSingleItem.apexp?id=9060G0000005ZjM

Please let us know if the information helps.

Regards,

Nagendra

Using Opportunity Amount field for Forecasting

Salesforce Developer

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