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2
votes
1answer
22 views

Any recommendations for Forecasting tool which can integrate with salesforce

Does anyone have any recommendations for Forecasting tool which can integrate with salesforce (or salesforce appxchange app)? Salesforce forecasting is not working well for us because it does not ...
3
votes
0answers
15 views

How do product families work with collaborative forecasting? [closed]

I am wondering how product family quotas work with collaborative forecasting? What are the gotchas?
1
vote
0answers
34 views

How to create a actual versus target performance graph

I want to be able to measure the month on month number of users actual registrations to date vs. budget. How can I build a report and show a graph with the actual vs. the budget month on month for the ...
0
votes
1answer
25 views

With forecasting - Can we edit forecast of users

With forecasting (Customizable/ Collaborative) can we (i believe only forecast managers with Override Forecast permission) edit the forecast of users. The reason why i was asking, because i was ...
0
votes
0answers
11 views

Setting up media campaign product

We want to use the Product object and Revenue Scheduling to drive our Forecasts, but we sell media campaigns. For instance, a rep might sell a 30-day campaign for $30,000. I want to provide the rep ...
2
votes
1answer
99 views

Adding quota to users in Collaborative Forecasts

How can I add a quota to users in Collaborative Forecasts.
1
vote
1answer
36 views

Creating Forecast Record in salesforce

I want to create a forecast record, but I am not able to create it. How do you use this object like others?
0
votes
0answers
15 views

Cannot see all users in Forecast

When I'm looking at the forecast tab I cannot see opportunities from other users under me in the Hierarchy. When I type their name on the upper left side I see only their opportunities. What do I ...
2
votes
1answer
461 views

Setting up sales targets for individual Sales member and Teams,

I want to set individual targets for each sales member and for teams for monthly, quarterly and yearly sales. Is there anything natively available in SF for this? I couldnt find anything in SF for ...
3
votes
0answers
76 views

Customizing the Forecast page

We are looking to add data to the Forecast page that does not seem to be doable through the standard Forecast setup. Basically the forecasting numbers should be broken down between existing and new ...
7
votes
2answers
759 views

Customizable Forecasts vs Forecasts

I have been digging deep into the annals of Forecasting features lately, and have found myself swimming in a sea of confusing documentation. So far I have come across three flavours of Forecasting: ...
5
votes
1answer
184 views

Report on Forecast of stage Overridden

I'm using customizable forecasting. I know the items like the stage, value, or period can be overridden for submitting a forecast. The sales manager wants a report of all the opportunities that were ...