I want to create a forecast record, but I am not able to create it. How do you use this object like others?
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 ...
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 ...
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 ...
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: ...
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 ...