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2
votes
1answer
16 views

Query on RevenueForecast object does not return any results in test class

How to get results from RevenueForecast object in a test class? I created Opportunity, PricebookEntry, OpportunityLineItem and OpportunityLineItemSchedule objects. I expect to get a record from ...
0
votes
1answer
15 views

Not able to change forecast category picklist values

Need to change the one of the picklist values"Cloased" to "Won" in forecast category field but getting error "Cannot change the status category. This picklist must have at least one value for status ...
1
vote
1answer
13 views

Is there a way to make a forecast based on a custom field instead of an amount field?

I have a custom formula field that rolls up a value from my non standard item and my products from price book and displays them inside of the opportunity page. Inside of the forecast tabs you have a ...
0
votes
0answers
11 views

Custom forecast collumn based on a roll up from a custom field

In a standard forecast field there are 4 columns that display information based on forecast category that is defined in a individual Opportunity object, My forecast for opportunity Revenue looks like ...
0
votes
0answers
20 views

How to forecast by Opportunity value annually and not by total opportunity value

I have recently taken over the forecasting part of Salesforce from a previous admin within our company and I am trying to understand the Customizable Forecast module. Our forecast settings are as ...
0
votes
0answers
22 views

Can we do forecasting on custom date instead of close date

I am using collaborative forecasting and it's using standard close date for forecast period but I have two close dates, one for sales and second for management so I want to use forecast on custom ...
0
votes
0answers
40 views

I am getting this error, “Error: Closed/Lost opportunity stage should match with Omitted forecast category”

When I move something to closed lost it won't let me save and I get the error: Error: Closed/Lost opportunity stage should match with Omitted forecast category Forecast category isn't even a field ...
0
votes
1answer
18 views

I want to use company quota instead of individual sales user quota in collaborative forecasting

as per our company policies we don't have individual quotas. How I can show the whole company quotas in collaborative forecast. I am using forecast and upload quota for sales users. we don't want ...
0
votes
0answers
26 views

Any recommendations for adding forecasting to Opportunities (Lightning Experience Enabled)?

According to the release notes, forecasting is not supported by Lighting Experience at this time. If forecasting is a must-have, has anyone customized a way to integrate/display forecasting on ...
1
vote
1answer
33 views

Adding new columns to Forecast Type don't apear in the page layout

When I add a new field to the forecast selected columns it doesn't seem to appear on the forecast layout. Does anyone know how to fix it ? most of the fields are from the opportunity tab. The ...
0
votes
0answers
31 views

Get complete list of Forecast Categories & Labels

I'd like to programatically (in Apex or SOQL) get the full list of ForecastCategories and their corresponding ForecastCategoryNames for an org i.e. the list that you can access in the UI by navigating ...
0
votes
1answer
107 views

Actual Sales VS Target report / dashboard

I have task where I need to create Actual sales vs Quota/target report & dashboard. I have searched internet but couldn't able to find solution. And forms stated that it's not possible to generate ...
0
votes
0answers
21 views

Customizable Forecasts Summary Report

I'm wondering if anyone can help. We are using Customizable Summary Forecasts and I'm running a Summary report but for some reason I am seeing multiple records for the same period for some of our ...
1
vote
1answer
85 views

Enterprise Territory Management (Territory Management 2.0) and Customizable Forecasting? Possible?

I want to implement Territory Management and Forecasts but the new orgs offer Enterprise Territory Management and Collaborative Forecasts, which are not integrated to work. Can I shift to Customizable ...
0
votes
0answers
11 views

Product Family Update deleted Forecasting Numbers and History

We have Customisable Forecasting enabled in our org. Over the weekend, we deleted few product families and replaced the existing records with new product families. Because of this, All the Quota ...
2
votes
1answer
77 views

Add result of several calculations to total & store in variable

Maybe I'm approaching this in completely the wrong way but.. In a trigger, I need to calculate an amount multiplied by a % which has been multiplied by an integer. For example if the amount is 100 ...
0
votes
1answer
89 views

Ability to filter in forecasting

Using collaborative forecasting: is there a work around to filter out Opportunities? Current state, forecasting is pulling ALL Opportunities and we only want to view Opportunities that are New ...
1
vote
0answers
148 views

Is it possible to use a custom object with collaborative forecasts?

My organization has a custom object that has a child relationship with the opportunity object. We use this object for monthly bookings. Our organization has consumption based pricing. We might have ...
1
vote
0answers
39 views

New Request for forecasting fields

There’s a request to change our global process of how we forecast (sales manager/business unit manager commits) in SFDC. Below are notes from my meeting and what the request consisted of. Changing ...
0
votes
0answers
33 views

When overriding a collaborative forecast at the owner level, how do I make that override visible at the manager level?

We've just installed collaborative forecasting in a Summer '15 sandbox. We have set up the forecast managers and set up the necessary permissions. Everything is working fine except that when a sales ...
0
votes
1answer
664 views

How to forecast by expected revenue?

According to the Forecasts Administrator's Workbook - http://login.salesforce.com/help/pdfs/en/forecasts.pdf - it should be possible to forecast by expected revenue (Step 3 on pages 5 and 6). ...
2
votes
0answers
44 views

Looking to recreate the customizable forecasting page

I'm looking for some ideas on how to recreate the customizable forecasting page with a few additional columns. The out-of-the-box forecasting page doesn't allow you to alter any column names or add ...
0
votes
1answer
229 views

But why? - Enterprise Territory Management cannot be enabled in existing organizations that have Customizable Forecasting enabled

Is there a deep underlying logic? They say, 1. Standard Fiscal year goes with Standard forecasting 2. Custom Fiscal year with customizable forecasting and with Territory mgmt 1.0 3. Custom Fiscal ...
1
vote
1answer
50 views

How to enable forecast for a community user?

I want to make forecast tab visible in a community portal. How can I do that? We have enabled salesforce communities in our environment which will be used by our employees to create lead, contacts, ...
1
vote
0answers
50 views

How can I modify a matrix report with a summary line?

I have a matrix report I want to use to show the quota for a month and then all the activity for that month summed up and compared to the quota. If I leave Details turned on, it will show the Quota ...
0
votes
1answer
230 views

Is it possible to programmatically customize a Customizable Salesforce Forecast?

I'm working on a project where the client wants the following: Somewhat different from SFDC's native concept of a committed Opportunity, the Opportunity should be set to "Committed" if it exceeds a ...
1
vote
1answer
260 views

Not able to edit Forecast category field in Salesforce1

I am unable to edit the standard forecast category field in Salesforce 1. I am able to edit it through Salesforce UI; I tried through Salesforce1 simulator in chrome as well (Originally tried in my ...
0
votes
1answer
1k views

Closed/Lost opportunity stage should match with Omitted forecast category

I have time based Workflow on opportunity Object. As per our workflow criteria when 'Reservation End date equals today's date and Reservation Flag is true' the workflow fires and updates 2 fields ...
1
vote
1answer
88 views

Forecast Category field is missing in Summer 14

In the sandbox which is Summer 14 we are not able to see the Forecast category field under opportunities object, whereas in Prod org which is still Spring 14 we are able to see this field... Also in a ...
0
votes
1answer
119 views

Forecasting on Product Families: Old Family options do not disappear

I've set up collaborative forecasting on Product Families for my Org. However, I've recently changed the options in Product Families from 'A','B','C', to 'D','E','F'. Now, instead of the Forecast ...
1
vote
0answers
22 views

Compare forecast from different dates

I want to compare forecast from two different dates e.g. I want to compare today's forecast and tomorrow's forecast and see if the forecast category has changed for any of the records and highlight ...
1
vote
3answers
668 views

How to enable Quotas in Professional Edition collaborative forecast

I am trying to setup quotas to PE collaborative forecast. When I go to the customize - forecast - setup section, I do not see the "Show Quotas" checkbox as described in the documentation (page 14) ...
2
votes
1answer
189 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
166 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
1answer
502 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
310 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 ...
3
votes
2answers
718 views

Adding quota to users in Collaborative Forecasts

How can I add a quota to users in Collaborative Forecasts.
1
vote
1answer
84 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
30 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
2answers
2k 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
271 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 ...
9
votes
2answers
2k 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
402 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 ...