Easily Hide Checkbox Group in the 12 Month Sales Forecast

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A step-by-step instructions on how to Hide Checkbox Group in the 12 Month Sales Forecast

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How to Hide Checkbox Group in the 12 Month Sales Forecast

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Im sure you agree that Pivot Tables are a great way to summarize data, but things can get tricky when it comes to handling dates. Automatic grouping of dates can be a bit confusing, and what if you want to have groupings that arent available there, like your fiscal periods? Also, how can you show all the dates including the hidden dates, so not just the ones that had numbers reported? It just comes down to having the correct start, which involves a little tiny setting. Let me show you. Okay, so this is my data in Excel. I have information about Salesperson, Order Date, and Order Amount. Now, Id like to take a look at Order Amounts by Sales Person for each single month. I could easily do that with a Pivot Table, right? This is an official Excel table, its called Table Sales, so Im just going to go ahead and insert a Pivot Table from Table Range. Lets go ahead and insert it on a new sheet. I dont have month here, but I have Order Date, so if I grab d

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What is the difference between collaborative and customizable forecasting Salesforce?

Customizable Forecasts rolls up multiple forecasting categories into a single category while Collaborative Forecasts does not. For example, do you consider your Commit category to be all Opportunities that are almost closed plus those that are closed, or is it only those that are almost closed?

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 do I turn on collaborative forecast in Salesforce?

1. 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.

Can you hide a field in a report Salesforce?

All you have to do now is find the field youd like to hide and click, hold, and drag it up to the box of fields at the top of the page (so that you see the green ✅ appear), then release.

How do I turn off collaborative forecasting in Salesforce?

Just go to Setup- add on the quick search Forecasts -- forecast settings - click on the Enable tick box, that should be clicked, and it will be back to disable.

What is collaborative forecasting in Salesforce?

What is Collaborative Forecasting 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 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 you hide details in Salesforce report?

This can be done on the report customization screen by clicking Show to the left of the chart button, then unchecking Details. This can also be done on the report detail screen by clicking the Hide Details Button.

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