Easily Remove Last Name Field from the 12 Month Sales Forecast

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How to Remove Last Name Field from the 12 Month Sales Forecast

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In this tutorial, the speaker addresses a common need for dynamic reporting where the year automatically updates to the current year and the month reflects the current month when opening a report. The video demonstrates how to achieve this functionality so that when the month changes, the report adapts without manual maintenance. The speaker highlights situations where users might prefer to display the current month or the previous month, particularly in finance and accounting contexts, where closing financial periods is crucial. The dataset presented includes months in columns with corresponding sales data, illustrating the process.

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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 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 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.

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.

How do you forecast sales without historical 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).

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 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.

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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Remove Last Name Field from the 12 Month Sales Forecast