Replace Dropdown Menu Fields in the 12 Month Sales Forecast and eSign it in minutes

Aug 6th, 2022
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How to Replace Dropdown Menu Fields in the 12 Month Sales Forecast

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foreign [Music] so were going to cover three different ways to generate drop down lists in app sheet so the first one is going to be a static drop down list so you can use this option if you know in advance that these lists arent going to change at all an example you know to this might be a status column where you might have a series of different statuses such as not started in progress and delete and as you can see here youre just using the enum type column inside of app sheet and you specify the values and then they show up like so in the application in a drop down form and then with any of these you could choose whether theyre buttons or their stacked buttons or a drop down option if you need something more Dynamic the second option is a reference so anytime you create a reference in-app sheet to another table that field will show up as a drop down list item so you can see here in this app emulator on the right side I have project ID that is a reference column that Ive establis

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In your HubSpot account, navigate to Sales Deals. In the table view, click the Forecast tab. If Forecast is not shown as a tab, click + Add view, then select Forecast from the dropdown menu. Click edit Submit forecast.
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.
Forecast categories are the buckets that sales reps use to organize the opportunities they currently have in the pipeline. Theyre based on where an opportunity currently resides in the sales cycle.
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.
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.
In your HubSpot account, navigate to Sales Deals. Click the name of a deal. In the About section in the left sidebar, click View all properties. Search or browse for the Forecast category property, then click the dropdown menu to select a different category.
On the Data tab, in the Forecast group, click Forecast Sheet. In the Create Forecast Worksheet box, pick either a line chart or a column chart for the visual representation of the forecast. In the Forecast End box, pick an end date, and then click Create.
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.

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