Hide US Currency Field in the 12 Month Sales Forecast

Aug 6th, 2022
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How to Hide US Currency Field in the 12 Month Sales Forecast

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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.
Forecast types that are available only in API version 52.0 and later can be created, activated, deactivated, and deleted.
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.
Opinion poll of sales force On the basis of the opinion poll, an estimate of the sales of the firm is made. This method is a very good method of sales forecasting, because the salesmen have a good idea of market conditions. Further, it is less expensive.
Key Highlights. Four of the main forecast methodologies are: the straight-line method, using moving averages, simple linear regression and multiple linear regression. Both the straight-line and moving average methods assume the companys historical results will generally be consistent with future results.
If you mean the entire Forecasting or Customizable Forecasting module in salesforce.com, you cant actually delete it but you can turn it off so your users cant see it. You can edit user profiles and deselect any option that enables Forecasting functionality and you can hide the Forecasting tabs.
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.
You can edit user profiles and deselect any option that enables Forecasting functionality and you can hide the Forecasting tabs. You may also need to deselect the Allow Forecasting option on each users records.

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