How do I add a forecast in Salesforce?
How do I add a forecast in Salesforce?
Add a Forecasts Tab
- In Setup, type App Manager in the Quick Find box and select App Manager.
- For the Sales app, click the down arrow and select Edit.
- Click Navigation Items and choose Forecasts.
- Click Save.
- From Setup, enter Profiles in the Quick Find box and select Profiles.
- Select Custom: Sales Profile and then Edit.
How do I turn off Forecasting in Salesforce?
From Setup, in the Quick Find box, enter Forecasts Settings , and then select Forecasts Settings. To prevent forecast managers from adjusting the forecasts of their immediate subordinates and child territories, under Enable Forecast Adjustments, deselect Enable manager adjustments.
How do I set up a forecast manager in Salesforce?
Assign Forecast Managers in Your Forecast Hierarchy
- From Setup, enter Forecasts (Customizable) in the Quick Find box, then select Forecasts Hierarchy.
- Click Assign Manager or Edit Manager next to a role to assign a user as the forecast manager of that role.
What is the difference between customizable and collaborative forecasting?
The longer answer is that Collaborative forecasting offers custom currency fields, adjusted amounts and a custom field forecast that Customizable does not – instead of keeping two features that serve the same purpose, it’s no surprise that Salesforce announced that Customizable Forecasting will be retired for all …
What is allow forecasting in Salesforce?
When you configure your role-based forecast hierarchy, you can enable more users or disable users that you’ve enabled. Note Users need the View Roles and Role Hierarchy permission to access role-based forecasts in Lightning Experience. This permission is assigned to all forecast users by default.
How do I enable forecast types in Salesforce?
From Setup, in the Quick Find box, enter Forecast Types , and then select Forecast Types. Important If you can’t access the Forecast Types page in Setup, contact Salesforce Customer Support. Click Create a Forecast Type. The setup flow appears.
What is forecast hierarchy in Salesforce?
The forecast hierarchy is a nested, expandable list of forecast users or territories that determines how forecasts roll up within a company and who can view and adjust them. The role-based forecast hierarchy is based on the user role hierarchy and specifies which users are forecast managers.
How do I change the forecast hierarchy in Salesforce?
To select a forecast manager for each manager role in the role-based hierarchy, click Assign Manager or Edit Manager next to the role, and then select a name from the Forecast Manager dropdown list. Save your changes. If you’ve enabled territory forecasts, assign forecast managers to territories.
How do I enable collaborative forecasting in Salesforce?
Set up Salesforce so that your sales team can use Collaborative Forecasts….Enable Users in Collaborative Forecasts
- From Setup, in the Quick Find box, enter Users , and then select Users.
- For each user that you want to enable, click Edit.
- Under General Information, select Allow Forecasting.
- Save your changes.
What is customizable forecasting in Salesforce?
Customizable Forecasting is the basic version of forecasting which is scheduled for retirement for all the customers as of Summer `20. (July 2020). After this feature is retired, Users can’t access this feature and its data. Hence Salesforce recommends using Collaborative Forecasting.
How do I enable allow 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.
What is the purpose of forecast give example?
Forecasting is a technique that uses historical data as inputs to make informed estimates that are predictive in determining the direction of future trends. Businesses utilize forecasting to determine how to allocate their budgets or plan for anticipated expenses for an upcoming period of time.
