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Remove Checkbox in the 12 Month Sales Forecast

Remove Checkbox in the 12 Month Sales Forecast

Aug 6th, 2022

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How to Remove Checkbox in the 12 Month Sales Forecast

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52 votes

To remove objects in a document, go to the Layout tab and click on the Selection Pane. This will display all objects present. You can select each object individually and remove them using the keyboard without affecting the text format.

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 do I delete a forecast in Salesforce?

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.

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.

What are the three popular measures of forecast accuracy?

There is probably an infinite number of forecast accuracy metrics, but most of them are variations of the following three: forecast bias, mean average deviation (MAD), and mean average percentage error (MAPE).

How do I edit a forecast in Tableau?

To turn forecasting on, right-click (control-click on Mac) on the visualization and choose Forecast Show Forecast, or choose Analysis Forecast Show Forecast. When no date dimension is present, you can add a forecast if there is a dimension field in the view that has integer values.

Can you edit 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.

Can we delete forecast type in Salesforce?

Forecast types that are available only in API version 52.0 and later can be created, activated, deactivated, and deleted.

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 I delete a forecast type in Salesforce?

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.

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