Easily Hide Phone Field in the 12 Month Sales Forecast

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How to Hide Phone Field in the 12 Month Sales Forecast

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In this tutorial, the presenter demonstrates how to forecast sales using Excel's built-in features. The sales data is organized into two columns: one for months and the other for sales figures. To generate a forecast, the user selects the data, navigates to the Data tab, and clicks on the Forecast Sheet option. An initial forecast is generated, which can be displayed in either a line chart or a column chart; the presenter prefers the line chart. The blue line represents sales data from the past two years, while the orange line indicates the forecast for the next six months. Customization options are available, including adjusting the forecast end date to extend the prediction period.

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How do I change the forecast category 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.

What is the forecast category in Salesforce?

The Salesforce Forecast Category allows sales teams to rank the likelihood of an Opportunity docHubing the Closed Won stage. The Forecast Category helps sales teams understand where an Opportunity is in the sales process. This allows sales teams to compare opportunities and decide which opps deserve the most attention.

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 you create a killer sales forecast?

But to start, here are the general steps youll need to take to create a sales forecast: List out the goods and services you sell. Estimate how much of each you expect to sell. Define the unit price or dollar value of each good or service sold. Multiply the number sold by the price.

Who can update forecast category Salesforce?

Forecast Category in Salesforce Explained However, heres the important thing. Opportunity owners can adjust the Forecast Category on each opportunity based on how likely they think the deal is to close successfully. They can do this without changing the stage of the opportunity.

How do you forecast sales with no data?

7 Steps For Forecasting Without Historical Data Start with my current financial position. Study the competitions results. Run various conservative and aggressive scenarios using forecasting software. Survey customers and prospects. Research external factors. Account for everything (even in the small stuff).

Why is forecast category not editable in Salesforce?

The Forecast Category field can only be updated by the Opportunity owner. This means that system administrators also cannot edit the field, however, there is a workaround that can be used.

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Hide Phone Field in the 12 Month Sales Forecast