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What is customizable forecasting?
When you enable customizable forecasting, Salesforce automatically assigns a user as the forecast manager if he or she is the only user in that role. After enabling customizable forecasting, select one user as the forecast manager for roles that have multiple users.
What does allow forecasting in Salesforce?
In Salesforce, we use it as expressions of expected sales revenue. They are useful for sales teams to predict and plan their sales cycle from pipeline to closed sales, and to manage sales expectations throughout the company. It is basically based on the gross rollup of a set of opportunities.
How do you calculate forecasted value?
The formula is: sales forecast = estimated amount of customers x average value of customer purchases.
How to create collaborative forecasts unit in Salesforce?
Rollings Tech already has the Software and Hardware product families set up in Salesforce. To create and activate the product family forecast type: From Setup, enter Forecast Types in the Quick Find box, and then select Forecast Types. Click Create a Forecast Type. The setup flow appears. Click Start.
How to view your own collaborative forecasts page?
Users can view their own forecasts or forecasts of others below them in the forecasts hierarchy. They can view quotas and quota attainment information. And they can change many aspects of the forecasts page display, such as the currency and the time period. Lauren’s sold!
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.