Easily Replace Checkbox Group from the 12 Month Sales Forecast

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How to Replace Checkbox Group from the 12 Month Sales Forecast

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In this video, economist Lauren Seidel Baker from ITR Economics introduces tools for forecasting economic indicators. She emphasizes the importance of understanding the underlying trends in business data, using her hypothetical business "Lauren Incorporated" as an example. She notes the necessity of tracking sales data monthly and suggests that deeper insights can be gleaned beyond the surface figures. To illustrate her approach, she plans to manipulate sales data to reveal a smoothed-out perspective, assuring viewers that the process involves simple calculations rather than complex mathematics.

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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 enable the forecasting tab in Salesforce?

From Setup, in the Quick Find box, enter Forecasts Settings, and then select Forecasts Settings. 2. If Collaborative Forecasts isnt enabled, enable it, and then save your changes. Set the tab visibility for the profiles that need Collaborative Forecasts, such as sales users and sales managers.

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.

How do I give access to forecast in Salesforce?

Enable Users in Collaborative Forecasts From Setup, in the Quick Find box, enter Users , and then select Users. For each user that you want to enable, click Edit. Under General Information, select Allow Forecasting. Save your changes.

How do I enable users in Salesforce forecast hierarchy?

From Setup, in the Quick Find box, enter Forecasts Hierarchy , and then select Forecasts Hierarchy. Click Enable Users, and then move users between the Available Users and Enabled Users lists.

What does allow forecasting mean in Salesforce?

Collaborative Forecasting in Salesforce is a specific functionality that allows users to predict and plan the sales cycle from pipeline to closed sales, and manage sales expectations throughout your sales organization.

How do I allow a forecasting checkbox in Salesforce?

Enable Users in Collaborative Forecasts Search for Users in the Quick Find box, then select Users. Click edit for each user that you want to enable the settings. Under General Information Section, select Allow Forecasting Checkbox. Save your changes.

What is a 12 month projection?

Unlike a budget or calendar year forecast, a rolling 12-month forecast adds one month to the forecast period each time a month is closed so that you are continuously forecasting for 12 months. This enables continuous planning of future performance based on actual performance.

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Replace Checkbox Group from the 12 Month Sales Forecast