Questions tagged [forecasts-collaborative]

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ForecastCategory set to Omitted upon save

I have the following code (in a test class): 54 system.debug(theOpp); 55 insert theOpp; 56 system.debug([SELECT Id, StageName, Probability, ForecastCategory from Opportunity where ...
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15 views

Display option for Collaborative Forecasting

Is there a way to display product category in this display of collaborative forecasting - Product Family Revenue Type Forecast
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1answer
18 views

Using Collaborative Forecasting and need to migrate data to custom Forecasting Object

I am transitioning 'Scheduled Revenue' from Collaborative Forecasting to a custom Forecasting Object. I cannot find a list of the objects in Collaborative Forecasting and how they are used. Where can ...
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2answers
41 views

Error when reading metadata for Forecasting: INVALID_TYPE: This type of metadata is not available for this organization

I am trying to check if collaborative forecasts is enable in a Organization, for that i am using the following code: LOG.log(Level.INFO, "Check if the collaborative forecasting is enabled"); ...
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1answer
179 views

Territory Management with Forecasts

What type of Forecasts should you use when you enable Territory Management? Collaborative or Customizable Forecasts? When the features of both the Forecasts categories are similar, how do you decide ...
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1answer
135 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 ...
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0answers
115 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
399 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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134 views

Revenue Scheduling and Collaborative forecasting

I was working on Product Revenue Scheduling and I have hit a road-block. My Org uses "Collaborative forecasting" and I am not able to configure the forecasting to reflect the schedules. It displays ...
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777 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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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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2answers
2k views

Adding quota to users in Collaborative Forecasts

How can I add a quota to users in Collaborative Forecasts.