I have created a batch to aggregate our order data into Opportunity
and OpportunityLineItem
records so that it will feed into the out-of-the-box Customizable Forecasting
module. The Opportunity
data is coming through more or less as expected, but the forecast records aren't calculating!
I enabled all relevant users in the Forecast Hierarchy
at least a week ago. It has been over a day since the Opportunity
data was created. I also made sure the Opportunity
records have the correct ForecastCategory
and Quantity
values:
The product families are set up and if I drill down to the OpportunityLineItem
data, there are records with the expected values there as well.
Is there anything else I can check to get this data to roll up into the forecasting module? Here's a screenshot of my Forecast Settings
for reference: