The tag has no wiki summary.

learn more… | top users | synonyms

0
votes
1answer
25 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
11 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
0answers
47 views

Closed/Lost opportunity stage match with Omitted forecast category

Time-based Workflow on opportunity Object. As per our workflow criteria when 'Closed date and Reservation End date equals today's date and Reservation Flag is true' the workflow fires and updates 2 ...
0
votes
1answer
38 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
24 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, ...
0
votes
0answers
12 views

Can I have a region quota on top of sales person quota?

I am using Customizable Forecasts. I have a region quota, that the region needs to get to. Do I give that quota to the region manager ? That seems wrong, since he has no actual sales under his name. ...
0
votes
0answers
16 views

When does an Opportunity become a ForecastingItem?

I'm trying to create a report of type 'Forecasting Items with Historical Trending' and I'm having difficulty understanding the results of that report. My foremost question is, when does an ...
1
vote
0answers
41 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
0answers
25 views

Monthly Forecast Records

I want to make soql on forecast object. I want to retieve forecast amount with in a month.Can someone let me know how to make query on forecast object. I have found folllow Soql. select ...
0
votes
1answer
60 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
106 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
457 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 ...
0
votes
0answers
43 views

Calculate the total forecast revenue for the current year & display in Opportunity field

I am trying to display the revenue forecast for the current year on each Opportunity. The annual total needs to be the sum of the monthly revenue values from the forecast. Can this be done or can the ...
0
votes
0answers
48 views

Forecast Product Family then by Custom Field

My organization currently sells products for one OEM. Therefore, we use the Product Familiy field as, for example, Hardware, Software, Maintenance. This currently has an implicit meaning of being the ...
1
vote
1answer
53 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
0answers
18 views

Customizable Forecast fields

I am working on customizable forecasts. Within the reports, I see the Period Overidden, Forecast Category Overridden, Amount Overridden fields but how can I access these fields for some other purpose? ...
0
votes
1answer
79 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
18 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 ...
0
votes
2answers
396 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
98 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
73 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
236 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
196 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
494 views

Adding quota to users in Collaborative Forecasts

How can I add a quota to users in Collaborative Forecasts.
1
vote
1answer
66 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
23 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
1k 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
172 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
1k 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
338 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 ...