Click Save.
- From Setup, click Customize → Opportunities → Fields.
- Click Forecast Category.
- Click Edit for any value you want to edit in the Forecasts Category Picklist Values.
- Enter a forecast category name. Click Save.
- From Setup, click Object Manager.
- Click Opportunity > Fields & Relationships > Forecast Category.
- Click Edit next to the value that you want to edit in the Forecast Category Picklist Values.
- Enter a different category name in the Label field, then click Save.
What is the forecast category in Salesforce?
With that, let’s start. The Forecast Category field in Salesforce classifies each sales opportunity in terms of the salesperson’s confidence in winning the deal in a given period. This classification is different from the opportunity stage field, which describes the pipeline in terms of the current position in the sales process.
How do I create a support category in Salesforce?
Fill in the information. Click Save. Under Categories in Support Options, enter Product Support and click Add. Enter Billing Support and click Add. Enter Order Support and click Add. Click Save. Finally, activate the data category groups that you just created.
How to manage forecasts in collaborative forecasts?
Managing Forecast Types in Collaborative Forecasts Revenue and Quantity Measures in Collaborative Forecasts Enable Partner Portal Users to Add Opportunities in Collaborative... Adjust Forecasts in Collaborative Forecasts
How to add products to opportunities in Salesforce classic?
Email a Quote PDF in Salesforce Classic Establish Schedules for Products on Opportunities Products Concepts Product, Price Book, Price Book Entry, and Product Schedule Fields Add Products to Opportunities
What is a forecast category in Salesforce?
A forecast category is the category within the sales cycle to which an opportunity is assigned based on its opportunity stage. The standard forecast categories are Pipeline, Best Case, Commit, Omitted (not included in forecasts), and Closed.
How do I add a forecast type in Salesforce?
Create a forecast type.From Setup, in the Quick Find box, enter Forecasts Settings , and then select Forecasts Settings.In the Available Forecast Types section, click Create a Forecast Type. ... Click Start.Select the object on which to base the forecast type, and then click Next.More items...
What is omitted forecast category in Salesforce?
Opportunities are set to be Omitted when they are Lost or qualified out. However, for reporting purposes, sometimes other opportunities, renewal deals, for example, are allocated to the Omitted category. The sales forecast excludes opportunities in the Omitted category.
How do I enable customizable forecasting in Salesforce?
Enabling Customizable ForecastingGo to “Setup” and look for the “Quick Find” box.Enter “Forecasts Hierarchy” then select it.You should see an option to “Enable Customizable Forecasting.”Click on it. ... Select your preferred “User Permissions” setting. ... Click “Save.”
How do I edit a forecast in Salesforce?
Customize Forecast Categories in SalesforceFrom Setup, click Object Manager.Click Opportunity > Fields & Relationships > Forecast Category.Click Edit next to the value that you want to edit in the Forecast Category Picklist Values.Enter a different category name in the Label field, then click Save.
How do I delete a forecast type in Salesforce?
If you mean the entire Forecasting or Customizable Forecasting module in salesforce.com, you can't actually delete it but you can turn it off so your users can't see it. You can edit user profiles and deselect any option that enables Forecasting functionality and you can hide the Forecasting tabs.
What is upside in sales forecast?
Upside: This status is assigned to opportunities that are further along than Preliminary, but do not have the win confidence of a Forecasted opportunity. These are included in the Upside totals on the forecast screen. These opportunities also appear on the Opportunity Adjustments screen.
What is best case in forecasting?
Best-case means the sales process may complete by the close date, given an ideal set of circumstances that the seller documents and shares during forecast meetings. Commit means that, based on the seller's best estimates, the sales process will complete by the close date reflected.
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 1Sample 2Sample 3.
What is customizable forecasting in Salesforce?
Collaborative Forecasting in Salesforce is a specific functionality that allows users to predict and plan the sales cycle from pipeline to closed sales, and manage sales expectations throughout your sales organization.
What is the difference between customizable and collaborative forecasting?
Customizable Forecasts rolls up multiple forecasting categories into a single category while Collaborative Forecasts does not. For example, do you consider your Commit category to be all Opportunities that are almost closed plus those that are closed, or is it only those that are almost closed?
How do I create a collaborative forecasting in Salesforce?
To enable Collaborative Forecasts, use the Forecasts Settings page in Setup. Then specify how Salesforce calculates your forecasts and what to show users on the Forecasts page. Use forecast types to specify how Salesforce calculates forecasts.
Forecast Category Example
Let’s say you have two opportunities. Both at the Proposal stage and you’ve presented your quote.
Adjusting Forecast Categories
You pre-define Forecast Categories based on the opportunity stage. (We’ll look at how to do that in a moment).
Forecast Category and Opportunity Stage relationship
In Salesforce, each opportunity stage has a pre-defined Forecast Category.
1. Salespeople must commit
If your sales team already uses the Commit concept then the Forecast Category is an excellent way to report on those deals.
2. Separating process from intent
The opportunity stage reflects your selling process. However, it says nothing about the customer buying process. Nor, indeed, does it indicate confidence in winning a deal.
3. Communicating upwards
In some companies, Board and executive reporting use Forecast Categories.
4. Summarize opportunity stages
If you have more than four or five pipeline stages, then you might want to rationalize them. This article will help you do that.
Create Data Category Groups
First, create a Solar Installation & Maintenance data category for articles related to installation and maintenance.
Customize Data Category Visibility
Ada needs to have access to all of the data category groups at Ursa Major Solar. Ensure she’s able to see all data categories by adjusting her Knowledge Manager permission set.
Verify Step
You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
