Questions tagged [forecast]

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7 views

Is it possible to forecast by expected quantity?

I found an answer that you can forecast by expected revenue by adding a custom split, but that does not appear to work for forecasting expected quantity (quantity * probability). Is this possible in ...
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1answer
239 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 '...
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1answer
28 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 ...
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0answers
29 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 ...
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1answer
28 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 ...
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1answer
310 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'...
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2answers
1k 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-...
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1answer
84 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' , ...
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0answers
14 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 ...
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1answer
261 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 ...
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0answers
69 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 ...
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1answer
61 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?
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1answer
900 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 ...
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1answer
31 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 ...
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2answers
257 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 ...
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1answer
177 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 ...
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1answer
138 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 ...
2
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1answer
211 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 ...
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2answers
1k 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 ...
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1answer
248 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 ...
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0answers
54 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 ...
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0answers
121 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 ...
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1answer
425 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 ...
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1answer
136 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 ...
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0answers
293 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 ...
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1answer
3k 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 ...
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1answer
263 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 ...
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1answer
776 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 ...
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0answers
801 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 ...
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0answers
49 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 ...
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2answers
3k 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,...
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0answers
90 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 ...
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1answer
566 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 ...
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1answer
169 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, ...
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0answers
111 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 ...
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1answer
457 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 ...
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1answer
495 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 ...
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1answer
2k 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 ...
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1answer
154 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 ...
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1answer
202 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 ...
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0answers
28 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....
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3answers
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) ...
2
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1answer
332 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 ...
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0answers
349 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?
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1answer
1k views

How to create a actual versus target performance graph [closed]

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
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1answer
517 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
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2answers
2k views

Adding quota to users in Collaborative Forecasts

How can I add a quota to users in Collaborative Forecasts.
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1answer
127 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?
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0answers
48 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 ...
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2answers
4k 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 ...