Easily Hide Checkbox from the 12 Month Sales Forecast

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How to Hide Checkbox from the 12 Month Sales Forecast

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do you want to be able to easily predict future revenues from right inside your HubSpot portal well the forecasting tool is exactly what you need in this video were going to walk you through everything it can do and exactly how to use it welcome to HubSpot hacks where we help you get more out of HubSpot [Music] the forecasting tool is going to be available to anybody that has a sales Hub professional or Enterprise license and I will warn you it does have a little bit more of a learning curve than a lot of the other HubSpot tools but dont worry were going to walk you through it all today so lets dive in so if youre new to HubSpot the first thing to understand about forecasting is that it is going to be based on your deals also known as opportunities that are going to be stored inside of HubSpot so whenever you have an open sales opportunity youre going to create a deal and Associate it to the contact and Company records that are relevant and so in this case were looking at just t

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How do I enable the forecasting tab in Salesforce?

From Setup, in the Quick Find box, enter Forecasts Settings, and then select Forecasts Settings. 2. If Collaborative Forecasts isnt enabled, enable it, and then save your changes. Set the tab visibility for the profiles that need Collaborative Forecasts, such as sales users and sales managers.

How do you create a sales forecast spreadsheet?

Create a forecast In a worksheet, enter two data series that correspond to each other: Select both data series. On the Data tab, in the Forecast group, click Forecast Sheet. In the Create Forecast Worksheet box, pick either a line chart or a column chart for the visual representation of the forecast.

How do I give access to forecast in Salesforce?

Enable Users in Collaborative Forecasts From Setup, in the Quick Find box, enter Users , and then select Users. For each user that you want to enable, click Edit. Under General Information, select Allow Forecasting. Save your changes.

How to forecast demand without historical data?

By using Predictive Analytics, you can produce more accurate by-SKU-by-store demand forecasts even when you have no sales history. Predictive Analytics automatically generates a forecast based on a new products attributes rather than on the product as a whole.

How do I enable users in Salesforce forecast hierarchy?

From Setup, in the Quick Find box, enter Forecasts Hierarchy , and then select Forecasts Hierarchy. Click Enable Users, and then move users between the Available Users and Enabled Users lists.

What does allow forecasting mean 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.

How do I allow a forecasting checkbox in Salesforce?

Enable Users in Collaborative Forecasts Search for Users in the Quick Find box, then select Users. Click edit for each user that you want to enable the settings. Under General Information Section, select Allow Forecasting Checkbox. Save your changes.

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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