Easily Hide Name Field to the 12 Month Sales Forecast

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How to Hide Name Field to the 12 Month Sales Forecast

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- Ciao friends. In this video I want to introduce the SELECTEDVALUE function in DAX and show you a couple of examples where it proves to be useful. SELECTEDVALUE is a useful and powerful function, and once you learn how and when to use it you will find a lot of different scenario where it makes a lot of sense to use it. But as with all the DAX function, you need to understand exactly what it does in order to use it properly. Lets start by looking immediately at the scenario where SELECTEDVALUE is useful. Look at this report. Im showing the product name, the sales amount and the product class all in the same report. Now, this visual is currently a table. Being a table I can put columns coming from the product table, like I did here, I put the class and the product name, anywhere in the report. So the product class is here beside the sales amount. What if I want to transform this table into a matrix? I can do that. I just go there and transform that into a matrix. Now, the product clas

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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.

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.

How do I forecast yearly sales in Excel?

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. In the Forecast End box, pick an end date, and then click Create.

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 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 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 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.

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.

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