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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 

1 answer
  1. May 21, 2:41 PM

    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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