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What is Account forecasting?
Account Forecasting allows you to better forecast by Account based on growth of the Account itself and expected growth of the Product. These two growths are called Account Growth and Market Growth.
What is best case forecast Salesforce?
Best Case – This category includes closed/won opportunity amounts, as well as amounts that are likely to get closed. Amounts in the Commit category also fall under Best Case. Commit – Included in this category are amounts that a user is confident about closing. This also includes closed/won opportunity amounts.
How do I turn on forecasting in Salesforce?
How to setup Forecasting in Salesforce
- From Setup, click Manage Users → Users.
- For each user you want to enable, click Edit.
- Under General Information, select Allow Forecasting.
- Click Save.
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.
Do you have to enable users to be forecast managers?
You must enable a user in the forecasts hierarchy to act as the forecast manager if you want that user to see their team members’ or territories’ forecasts. Only one person at each level in the forecasts hierarchy can be the manager at any one time. Lauren starts by adding a user, Henry Paul, via the role-based forecasts hierarchy.
Can you configure forecasting in government community cloud?
Forecasting is not available on Government Community Cloud (GCC). As an administrator or forecast manager, you can configure forecasts in your organization that are based on revenue or quantity. You can define the type of forecast, its hierarchy, permissions for accessing it, and the details you want to appear on the forecast grid.
How to set up a forecasts hierarchy in trailhead?
On the Forecasts Hierarchy page, click Edit Manager next to VP of Sales, and select Nigel’s name from the Forecast Manager picklist. (Remember, your Trailhead Playground doesn’t have any forecast users enabled, so you won’t see the Edit Manager link or the Forecasts Manager Assignment page that appears next.)