Easily Delete Last Name Field from the 12 Month Sales Forecast

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How to Delete Last Name Field from the 12 Month Sales Forecast

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In this video tutorial, the presenter addresses a common need for dynamic reports that automatically update the year and month based on the current date, reducing maintenance efforts. The focus is on ensuring that reports reflect the current month seamlessly, such as transitioning from May 2021 to June 2021 without manual adjustments. Additionally, the presenter discusses scenarios where users may prefer viewing previous months, particularly in finance and accounting contexts where financial periods need to be closed. The tutorial includes practical examples using a dataset displaying months in columns alongside corresponding sales data.

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How do I rename a forecast category?

Note To rename a category for single-category rollups, use the object management settings for opportunities. Go to Fields, edit picklist values for the Forecast Category field, and save your changes.

What is the formula for sales forecast?

The simplest formula to use is: sales forecast = the previous periods sales + estimated growth (or shrinkage) in sales for the next period.

How do I rename a forecast category in Salesforce?

From Setup, in the Quick Find box, enter Forecasts Settings , and then select Forecasts Settings. In the Manage Forecast Rollups section, click Edit. Select Cumulative category rollups. Click a forecast rollup name, edit it, and save your changes.

How do I change the forecast category in Salesforce?

You can change the forecast category of an Opportunity stage by editing the Opportunity stage picklist value. Although forecast categories are linked to stages, its important to note that users can change the mapped category on an Opportunity without changing the stage, as well by editing the Forecast Category field.

What is Salesforce forecast categories?

The Forecast Category field in Salesforce classifies each sales opportunity in terms of the salespersons 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 delete a summary formula in Salesforce?

If you no longer need a summary formula column, delete it. Edit or create a report. From the Formula Columns section, find the summary formula column you want to remove and click X. When you remove a summary formula this way, its still available in the Fields pane under Summary Formulas. Click Save.

What is the best case forecast category in Salesforce?

Best Case This category includes closed/won opportunity amounts, as well as amounts that are likely to get closed. Amounts in the Commit category also fall under Best Case. Commit Included in this category are amounts that a user is confident about closing. This also includes closed/won opportunity amounts.

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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Delete Last Name Field from the 12 Month Sales Forecast