How do I change the forecast in Salesforce?

How do I change the forecast in Salesforce?

From Setup, in the Quick Find box, enter Forecasts Settings , and then select Forecasts Settings. To let forecast managers adjust the forecasts of their immediate subordinates and child territories, under Enable Forecast Adjustments, select Enable manager adjustments.

What is a commit forecast?

Committed Forecast means the Forecast Period within the Forecast where the Communications Provider has committed to the forecast levels which cannot be varied by the Communications Provider; Sample 1.

How do you adjust a forecast?

To adjust a value in a forecast

1. Hover over the field, and select the pencil icon that appears.
2. On the Adjustment tab, enter the value and add a note for the adjustment.
3. Select Adjust.
4. You can roll back the value if you think it was inappropriately adjusted from the system-calculated value.

How do I edit guidance for success in Salesforce?

Lightning Experience:

1. Click the gear icon then Setup.
2. User Interface l Path Settings.
3. Click New Path or Edit on your existing path.
4. Assign a record type for the path.
5. Click Next.
6. Specify your ‘Guidance for Success’ on each step.
7. Click Next.
8. Make sure your path is activated and then click Finish.

How to customize forecast categories in Salesforce?

From the Object Manager in Setup, click Opportunity, then click Fields & Relationships, then Stage. Scroll down to Opportunity Stages Picklist Values to see each stage name and what forecast category it’s mapped to.

How to change the name of the forecast category?

Lauren now follows these steps to change the name of the Commit category to Contracted. From the Object Manager in Setup, select Opportunity, then Fields & Relationships. Click Forecast Category. Click Edit next to the value that you want to edit in the Forecast Category Picklist Values.

What does the opportunity stage value in Salesforce mean?

An opportunity stage value is the current stage of an opportunity, such as Prospect or Proposal. Opportunity stage values correlate with forecast category values to determine how the opportunity contributes to a forecast. Salesforce includes default correlations, but you can customize them.

Can you customize the correlations in Salesforce?

Salesforce includes default correlations, but you can customize them. For example, Nigel asks Lauren to map the Qualification stage to the Best Case forecast category. Here’s what Lauren does.