When creating a new Forecast type referencing the Opportunity object I am not seeing lookup fields such as Region or Practice. How do I add these? Please let me know if more information is needed. Thank you, Nancy
I believe we need to be able to provide separate forecast number per Region/Practice assigned to the Opportunity record. Currently region/practice are lookup fields to Region and Practice objects.
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
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
Hi all,
I'm currently configuring Forecasting and want to remove or deactivate the "Most Likely" Forecast Category
as we don't plan to use it in our forecast process.
However, when I try to deactivate the value, I get the following error:
Cannot delete this value. This picklist must have at least one value for status category "Most Likely".
Right now, no Opportunity Stage is mapped to "Most Likely", but the system still doesn't let me remove it.
Has anyone successfully worked around this?
Thanks!
#Forecasting
- Were you able to find a solution to this? I am looking for the same thing.
Thanks.
How to give an access to sales manager to edit/setup quotas of their subordinates without giving Salesforce Setup?
Hi @Karuna Sri Mothkuri - You can assign the sales manager the “Allow Forecasting” and “Edit Forecasts” permissions and give them access through Forecasts settings.
Then use Forecast Hierarchy so managers can manage quotas for users under them, without needing full Salesforce Setup access.
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Hello Trailblazers Has anybody used this report type? I am trying to report on forecast changes over time. For example, comparing one week ago to today. I can't make any sens of the report at all. Does anyone have any report builder screenshots they can share?
Am I right in saying Forecast Amount should equal what is in the forecast currently? Thanks All
I have a custom Object Revenue Forecast.
I have a screen Flow RF_Test in order to create RF record.
I want to call this Screen Flow from the All List View on the Revenue Forecast.
Once user enter all the value and click on the Submit, it will redirect to newly create record page.
?retURL={record.Id} is not working when I choose display by List Button.
Hi @Abhishek Kumar Singh there is no need to pass the id in the button. Just make a collection variable and allow input checkbox on that variable. You'll get the ids without passing it in flows. Thanks
Here is step by step: https://medium.com/@ramvilah/create-a-list-view-button-using-a-screen-flow-list-view-331b7d2e032b
Hi
I have been asked to produce a report that based on previous 3 years data could forecast the next 6 months - 12 months expected level of Cases
I can do this in Excel by using moving averages - has anyone experience of doing this in Salesforce?
Is it even possible
What if I need to forecast the number of tickets in next year. do we have a specific tool for forecasting in salesforce?
Hi,
I have added the Performance Component to some home pages and the detail it displays is different per user.
For me (System Admin) I see the forecast weekly changes which is what I need ever user to see
However, the other users see a standard Quarterly performance graph
Any idea on what permissions or settings I need to change so we all see the same. The users have the 'Allow Forecasting' option checked on their user record, and their user profiles have visibility of the Forecast tab and can see the weekly changes chart through this tab
Thanks
Lee
#Forecasting
Yeah sure, here's the complete screen shots
Admin Home Page
Sales Home Page
I have selected the performance component on both pages, both are showing correctly when in the lightning app builder
Thanks again,
Lee
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?
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?
