Easily Remove Name Field from the 12 Month Sales Forecast

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How to Remove Name Field from the 12 Month Sales Forecast

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- Ciao friends. In this video I want to introduce the SELECTEDVALUE function in DAX and show you a couple of examples where it proves to be useful. SELECTEDVALUE is a useful and powerful function, and once you learn how and when to use it you will find a lot of different scenario where it makes a lot of sense to use it. But as with all the DAX function, you need to understand exactly what it does in order to use it properly. Lets start by looking immediately at the scenario where SELECTEDVALUE is useful. Look at this report. Im showing the product name, the sales amount and the product class all in the same report. Now, this visual is currently a table. Being a table I can put columns coming from the product table, like I did here, I put the class and the product name, anywhere in the report. So the product class is here beside the sales amount. What if I want to transform this table into a matrix? I can do that. I just go there and transform that into a matrix. Now, the product clas

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What is a business forecast?

Business forecasting involves making informed guesses about certain business metrics, regardless of whether they reflect the specifics of a business, such as sales growth, or predictions for the economy as a whole.

How to do a 12-month cash flow forecast?

Four steps to a simple cash flow forecast Decide how far out you want to plan for. Cash flow planning can cover anything from a few weeks to many months. List all your income. For each week or month in your cash flow forecast, list all the cash youve got coming in. List all your outgoings. Work out your running cash flow.

How do I remove a forecast in Excel?

In the trend chart menu bar, select Trend, and then Choose Forecasts. In the Choose Forecasts dialog, select and clear forecasts to add and remove them from the chart. To clear all forecast selections, select Trend, and then Remove All in step 1. Click OK to accept the settings.

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 do a 12 month sales forecast?

How 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. Determine how much it will cost to produce and sell each good or service.

What does 12-month forecast mean?

For example, if your forecast period lasts for 12 months, as each month ends another month will be added. This way, you are always forecasting 12 months into the future. Rolling forecasts usually contain a minimum of 12 forecast periods, but can also include 18, 24, 36, or more.

What is a 12 month business forecast?

A 12-month cash flow forecast shows a company its expected liquidity situation, i.e. how high its income and expenses will be in the next 12 months. This corresponds to long-term liquidity planning and is an important planning tool for start-ups as well as for companies already firmly established in the market.

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.

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