Questions tagged [forecast]
The forecast tag has no usage guidance.
59
questions
0
votes
1
answer
198
views
How is the Forecast Amount calculated in Salesforce?
This is related to another question of mine: Adding new custom column to Forecast Type in Forecasts
And basically I have the ad-hoc notion that the Forecast amount already covers the requirement, it ...
- 105
1
vote
1
answer
206
views
Adding new custom column to Forecast Type in Forecasts
I haven't worked with forecasts before, but I'm required to add a new column to appear in one of our Quota tracking reports. The main fields of the report are Forecast Category and Quota amount, and ...
- 105
0
votes
0
answers
64
views
Mass Update Account Forecasts Actions
I came across Mass Update Account Forecasts Actions which updates multiple values of a single metric of an account forecast.
So I am trying to update the last year's order quantity metric for a ...
- 3
1
vote
1
answer
87
views
Can't add Forecast/Quota report to Managed Package
I want to add a report and dashboard to my 2GP package, which visualizes Opportunity Forecasts and Quota. I know that not all orgs have this feature enabled.
When I try to package a Report Type using:
...
- 37.3k
0
votes
1
answer
339
views
can Sharing rules provides access to forecast hierarchy
Role A
Role A1
Role A2
Role A3
Role B
Role B1
Role B2
Role C
Role C1
I have sharing rule on Opportunity to share the records of A1,A2,A3,B1,B2 to C1.
But in the forecast tab, For C1 , he ...
- 113
1
vote
1
answer
501
views
How to set multiple quotas for a single user
Sales executives sell bikes.
I want to set a quota on sales executives by new and used bikes(to incentivize them).
For example in November Sales executive Rob must sell 5 new and 3 used bikes.
How can ...
- 43
0
votes
0
answers
323
views
Enable Einstein Forecasting
I have recently started working on Einstein Forecasting. How much time does it takes to enable Einstein Forecasting? I have enabled it 4 days ago, but still I can see that the Einstein Forecasting ...
0
votes
1
answer
220
views
Can a user get forecast access to the role above in the role hierarchy
Role A
Role A1
Role A2
Role A3
Role B
Role B1
Role B2
Role C
Role C1
Can a user in Role C1 get forecast access to the role A1?
1
vote
1
answer
2k
views
Deactivate forecast category value in Opportunity
Salesforce throws error when deactivating a forecast category. I need to deactivate 'Commit' forecast category. Please refer below stage and forecast category mapping. I have mapped 'Commit' to '...
- 3,969
1
vote
1
answer
486
views
How does Fiscal Period in Forecasts get set up?
When I create new Opportunities it automatically assigns a Fiscal Period of Q4-2019 and is then represented incorrectly in Forecasts despite it having a close date of this Quarter.
I do have Fiscal ...
- 101
1
vote
0
answers
64
views
What is 'Fiscal Period'?
This seems to be a field only accessible via Reporting or Forecasting, but I can't seem to understand how it's set.
Anyone have any info on this?
Edit:
Just created a new opp and it give it a ...
- 101
0
votes
1
answer
654
views
How to generate a monthly revenue breakdown using start end dates on Opportunity object?
The Opportunity object has project start and end dates along with total revenue. Need a way so that user can see a month by month breakdown with revenue divided over each month.
For example if start ...
- 521
2
votes
1
answer
694
views
Querying the Forecast Hierarchy for custom forecast Solution
I am building a custom 'Customizable Forecast' tab from scratch using Visualforce and a custom controller to add some new features. One of my requirements is to forecast off of the 'forecast hierarchy'...
- 59
0
votes
2
answers
3k
views
Visualforce page to display opportunities along with their products
I am currently working on a Visualforce page to completely recreate and customize salesforce's 'customizable forecast' tab to make it work with our instance of CPQ as well as make a few business-...
- 59
0
votes
1
answer
236
views
How to hide Forecast Object?
I want to hide the forecast object in the lightning app launcher. Before I did anything, I noticed there were Two Forecast links on the app launcher. After I set the Forecast Tab into 'Tab Hidden' , ...
1
vote
0
answers
23
views
Salesforce forcasts: Adjusted Total Not appearing for some users
While viewing opportunity forecasts, some users do not have the 'Adjusted Total' as highlighted in the picture.
The Adjusted total enable users to have a detailed view of their opportunities.
Is ...
- 187
1
vote
1
answer
711
views
Customizable Forecast: Override Forecast Commit & Best Case
In Customizable Forecast users can override the commit & best values for users with lower role according to the role hierarchy.
I'm trying to understand if the overrides values are stored ...
- 1,764
2
votes
0
answers
146
views
Multiple Quotas for Single Sales User
In real business scenario, a Sales Rep can be working on multiple opportunities of different types. Business needs to set multiple Quotas for single Sales User either depending on the Opportunity Type ...
- 390
1
vote
1
answer
137
views
Can we deploy Forecast Object with data?
Is it possible to deploy the forecast object with all its data and related navigation over force.com site or community portal?
- 11
0
votes
1
answer
2k
views
'Omitted' Forecast Category Help
On the Salesforce Documentation it mentions that the 'Omitted' forecast category
'means the amount does not contribute to your forecast'
I would like to know what criteria causes the forecast ...
- 335
1
vote
1
answer
83
views
How do I got back further than 12 months in the forecast tab?
I use the forecast tab extensively in combination with split revenue between sales reps. Forecast shows this quickly and easily however I look at previous years data for comparison and the forecast ...
1
vote
2
answers
904
views
How do I disable Forecasts?
I accidentally enabled Forecasts in my salesforce Org. I am trying to disable it. However, going to Build > Customize > Forecasts > Forecasts Settings, I am unable to uncheck "Enable Forecasts". I am ...
- 87
4
votes
1
answer
387
views
Why Won't My Forecasts Calculate When Opportunity Data Is Created?
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 ...
- 149k
1
vote
1
answer
249
views
OOB Forecasting UI?
I am not looking for any tips on building out a custom UI.
We plan to implement Collaborative Forecasts in my org, and want to avoid some of the mistakes of the previous build-out. There was a ton of ...
- 149k
2
votes
1
answer
298
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 ...
- 1,463
2
votes
2
answers
3k
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 ...
- 125
1
vote
1
answer
731
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 ...
user26057
0
votes
0
answers
306
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 ...
- 377
0
votes
1
answer
904
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 ...
- 377
1
vote
1
answer
452
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 Stage ...
user26057
1
vote
0
answers
581
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 ...
- 540
0
votes
1
answer
5k
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 ...
- 65
1
vote
1
answer
298
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 ...
- 188
2
votes
1
answer
2k
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 ...
- 2,296
9
votes
1
answer
1k
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 ...
- 91
1
vote
0
answers
61
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 ...
- 365
1
vote
2
answers
4k
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).
However,...
- 3,984
2
votes
0
answers
97
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 ...
- 77
0
votes
1
answer
681
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 ...
- 645
1
vote
1
answer
245
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, ...
- 11
1
vote
0
answers
172
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 ...
- 143
1
vote
1
answer
492
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 ...
- 4,508
1
vote
1
answer
529
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 ...
- 1,665
0
votes
1
answer
3k
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 ...
- 307
1
vote
1
answer
239
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 ...
- 1,665
0
votes
1
answer
329
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 ...
- 449
1
vote
0
answers
37
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 it....
- 117
1
vote
3
answers
1k
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) ...
- 500
2
votes
1
answer
345
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 ...
- 5,692
3
votes
0
answers
393
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?
- 31