Easily Remove Required Fields in the 12 Month Sales Forecast

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How to Remove Required Fields in the 12 Month Sales Forecast

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Welcome to today's event, moderated by Joe Michalowski from Mosaic. The panel features speakers Matt, Peter, and Mark, focusing on the pitfalls of sales forecasting and how to avoid them. The agenda includes introductions, a discussion on the main problem, and a 10-15 minute Q&A session at the end. Attendees are reminded that they are muted, the event is being recorded, and they can use the chat and Q&A functions to engage with the speakers. The panel brings together a diverse group from various finance roles to provide insights on the topic.

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Why is forecast category not editable in 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.

How do I enable forecast adjustments in Salesforce?

Configure Forecast Adjustment Settings From Setup, enter Manufacturing in the Quick Find box, and then select Account Forecasting. Define the following: Adjustment Frequency: Select monthly or quarterly. Forecasts can be manually adjusted at this frequency.

Who can edit forecast category Salesforce?

This field can only be edited by the Opportunity Owner, other users (including System Administrators) are unable to edit this field.

Why is there a need to forecast yearly sales?

Benefits of having an accurate sales forecast Improved decision-making about the future. Reduction of sales pipeline and forecast risks. Alignment of sales quotas and revenue expectations. Reduction of time spent planning territory coverage and setting quota assignments.

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.

How do I update forecast in Salesforce?

Change Your Forecast Date Range in Collaborative Forecasts Click the Forecasts tab. If youre using Lightning Experience, select the Set Forecast Change dropdown. If youre using Salesforce Classic, click Change in the rollup table. Select a beginning and ending period. Save your changes.

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 edit a forecast in Salesforce?

Customize Forecast Categories in Salesforce From Setup, click Object Manager. Click Opportunity Fields Relationships Forecast Category. Click Edit next to the value that you want to edit in the Forecast Category Picklist Values. Enter a different category name in the Label field, then click Save.

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Remove Required Fields in the 12 Month Sales Forecast