Delete Last Name Field from the 12 Month Sales Forecast and eSign it in minutes

Aug 6th, 2022
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How to Delete Last Name Field from the 12 Month Sales Forecast

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have you ever run into the situation where you just want your year to move with the years and your month to be on the current month when you open the report so that you dont have any maintenance on your report thats difficult but in this video i will show you how you can do it stay tuned hey friends so its a very common requirement that people just want their reports to be dynamic and that for example if your period is in the current month which could be for example may 2021 that once it leaps over to the next month the report also goes to the next month and some kind of logic is sometimes wish there so sometimes its about the current month and sometimes people want to see it for the previous month because for example in finance and accounting often what happens is that people want their financial periods to be closed all those kind of tricks lets see how we can do that so in the data set right here im showing the months on the on the columns and there are some sales here for peo

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