We’re building a forecast board and have added a few forecast types. We’d like to display the aggregate value for a given forecast type — for example, the total outstanding amount for a user for the quarter — as a custom field alongside the forecast type. Is this possible?
2 answers
Hi @Abhishek R Thanks. Just curious, what formula can you use to aggregate a custom field in Salesforce forecast module? The issue is I have a custom field set up as forecast type in forecast. I want to obtain the aggregate value for the same field as well in forecast module. Is this possible?
