Easily Delete Mandatory Field in the 12 Month Sales Forecast

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How to Delete Mandatory Field in the 12 Month Sales Forecast

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In this video tutorial, the presenter addresses the common need for dynamic reports that automatically update the year and month when opened. The focus is on ensuring that the report reflects the current month, avoiding manual maintenance. The tutor explains that users may want to view either the current or previous month, particularly in finance and accounting contexts where financial periods need closure. The demonstration involves a dataset that displays months in columns alongside sales data, showcasing how to implement the desired functionality in reports. Viewers are guided through the process of achieving this seamless updating feature.

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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.

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.

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.

What is a forecast type in Salesforce?

Forecast Category in Salesforce Explained The Forecast Category field in Salesforce classifies each sales opportunity in terms of the salespersons confidence in winning the deal in a given period.

How do I change the forecast type in Salesforce?

Change Between Forecast Types in Collaborative Forecasts On the forecasts page, do one of the following. In, click the gear in the upper right. In Salesforce Classic, click. next to the forecast type name. Select a different forecast type.

How do I delete a forecast in Salesforce?

You can edit user profiles and deselect any option that enables Forecasting functionality and you can hide the Forecasting tabs. You may also need to deselect the Allow Forecasting option on each users records.

How do I delete a forecast sheet in Excel?

Delete a forecast Open the Forecast configuration page. The forecast configuration page opens. Select the More options icon corresponding to the forecast that you want to deactivate, and then select Delete. A confirmation message is displayed. Select Delete. The forecast is deleted permanently from your organization.

Can you edit 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.

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Delete Mandatory Field in the 12 Month Sales Forecast