Salesforce Advance Administrator Notes (Collaborative forecast)
May13

Salesforce Advance Administrator Notes (Collaborative forecast)

Forecasting Enabling Forecast Steps Enable Allow Forecast on User Record. <> Set up your Forecasts Hierarchy. <> Enable Quotas <> Enable forecasts adjustments <> Define your forecast range. <> Customize your forecast categories. <> Select the fields that appear in the opportunity pane for each forecast type. <> Set a forecast currency Make Forecast Tab Visible on the respective Profile. Enable Collaborative forecast for the Organization. Setup>> Customize >>Forecasts >>Settings COLLABORATIVE Forecast or Simply FORECAST Collaborative Forecast allows users to track Quota attainment. Forecast categories allow you to group Opportunities together based upon Opportunity Stage. Administrator can enable up to 4 different types of forecasts for your organization simultaneously. Opportunities, Opportunity splits, or Product families Forecast manager can view the forecasts of all the users below them in the Forecast Hierarchy. Forecast managers with “Override forecast” Permission can adjust the forecast of direct subordinates. For best viewing results, keep the Tab Bar Organizerenabled when using Collaborative Forecasts. Access related forecast details, including who made adjustments and original forecast amounts, and adjust these details. If your organization has more than one type of forecast enabled, each forecast type maintains its own separate adjustments. Move up and down through the forecasts hierarchy easily if you’re a forecast manager. View revenue– or quantity-based forecasts. View forecasts in multiple currencies. Use Collaborative Forecasts reports. Include the opportunities of your partner portal users in your forecasts. For Collaborative Forecasts, historical trending comes with a new custom report type designed to highlight forecast changes between five snapshot dates, Quota Data: must be uploaded through the API using version 28.0 or later. Data Loader Tool Quota Data: Revenue and Quantity Quota Data must be loaded separately. Product family as well. Quota Data must be formatted (UserId, Quarter, Currency, Amount, Units) before its loaded. https://help.salesforce.com/apex/HTViewHelpDoc?id=forecasts3_definitions.htm&language=en_US CUSTOMIZABLE Forecast Customizable forecasting is a flexible solution for estimating how much revenue your organization can generate or how many items your organization can sell. With it, you can forecast on a monthly or quarterly basis, use different dates when applying amounts to forecasts, forecast based on revenue or quantity or both, and define additional quotas based on product families. Use customizable forecasts to review your forecast and drill down through your forecast amounts to see the opportunities included in your forecast. Override forecast amounts directly from the opportunity, or override the forecast from the Forecasts tab without notifying users below you in the forecast role hierarchy. To submit a forecast, making a snapshot of the forecast data available in the forecast history and forecast reports Click Forecast History to display the forecast data you submitted in the past. Review your forecast and the forecasts of any direct reports or forecasts...

Read More