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Hide US Currency Field from the 12 Month Sales Forecast

Hide US Currency Field from the 12 Month Sales Forecast

Aug 6th, 2022

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How to Hide US Currency Field from the 12 Month Sales Forecast

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Got questions?

Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.

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 change the forecast category of an opportunity?

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.

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.

What is the best case category in forecasting?

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.

What are the forecast categories?

Forecast categories are the buckets that sales reps use to organize the opportunities they currently have in the pipeline. Theyre based on where an opportunity currently resides in the sales cycle.

How do I change the 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.

Who can edit forecast category 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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