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Delete Conditional Fields into the 12 Month Sales Forecast

Delete Conditional Fields into the 12 Month Sales Forecast

Aug 6th, 2022

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How to Delete Conditional Fields into the 12 Month Sales Forecast

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In this video tutorial on the data analytics channel, the presenter focuses on forecasting sales with a regression model using Excel's statistical package. The scenario examines sales data over three years, highlighting both seasonality and an upward trend. The aim is to predict sales for January to December 2018. The tutorial emphasizes the importance of mastering Excel before progressing to advanced tools like Python and R. It also encourages viewers to seek additional information online for any concepts that may not be fully explained in the tutorial, ensuring a solid foundational understanding in analytics.

Got questions?

Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.

Can we delete forecast type in Salesforce?

Forecast types that are available only in API version 52.0 and later can be created, activated, deactivated, and deleted.

Why is forecast category not editable in Salesforce?

The Forecast Category field can only be updated by the Opportunity owner. This means that system administrators also cannot edit the field, however, there is a workaround that can be used.

Who can edit forecast category Salesforce?

This field can only be edited by the Opportunity Owner, other users (including System Administrators) are unable to edit this field.

How do I update forecast in Salesforce?

Change Your Forecast Date Range in Collaborative Forecasts Click the Forecasts tab. If youre using Lightning Experience, select the Set Forecast Change dropdown. If youre using Salesforce Classic, click Change in the rollup table. Select a beginning and ending period. Save your changes.

How do I edit a forecast in Salesforce?

Customize Forecast Categories in Salesforce 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.

How do I remove a forecast in Excel?

In the trend chart menu bar, select Trend, and then Choose Forecasts. In the Choose Forecasts dialog, select and clear forecasts to add and remove them from the chart. To clear all forecast selections, select Trend, and then Remove All in step 1. Click OK to accept the settings.

How do I enable forecast adjustments in Salesforce?

Configure Forecast Adjustment Settings From Setup, enter Manufacturing in the Quick Find box, and then select Account Forecasting. Define the following: Adjustment Frequency: Select monthly or quarterly. Forecasts can be manually adjusted at this frequency.

How to do a 12 month sales forecast?

Calculate your sales forecast Multiply your average monthly sales rate by the number of months left in the year to calculate your projected sales revenue for the rest of the year. Add your total sales revenue so far to your projected sales revenue for the rest of the year to calculate your annual sales forecast.

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