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Guidelines for Using Forecasting Reports
Available in: Salesforce Classic Available in: Professional (no Custom Field forecasts), Enterprise, Performance, Unlimited, and Developer Editions Opportunity Splits available in: Performance and Developer Editions and in Enterprise and Unlimited Editions with the Sales Cloud User Permissions Needed To use Forecasts: “Allow Forecasting” To view the Reports tab: “Run Reports” To create, edit, and delete reports: “Create and Customize Reports” Report Element How to See It A forecast summary from a specific user’s perspective. Create a Forecasting Item report and add a filter using Owner: Full Name. Filter by a specific person’s name. The sum of a person’s revenue opportunities, without adjustments. Add Owner Only Amount to your Forecasting Item report. For example, if you own two opportunities, each worth $10,000, the Owner Only Amount is $20,000.
To view the same information for quantity, add Owner Only Quantity to the report. The sum of a person’s owned revenue opportunities and the person's subordinates’ opportunities, without adjustments. Subordinates include everyone reporting up to a person in the forecast hierarchy. This amount is visible only on reports. Add Amount Without Adjustments to your Forecasting Item report. For example, if the sum of the amount of all opportunities owned by you is $20,000, and the sum of the amount of your subordinates’ opportunities is $55,000, the Amount Without Adjustments is $75,000.
To view the same information for quantity, add Quantity Without Adjustments to the report. The forecast number as seen by the forecast owner. This is the sum of the owner’s revenue opportunities and the owner’s subordinates’ opportunities, including adjustments made by the forecast owner on the owner's or subordinates’ forecasts. It doesn’t include adjustments made by forecast managers above the owner in the forecast hierarchy. Add Amount Without Manager Adjustments to your Forecasting Item report. For example, Anne has an Amount Without Adjustments of $75,000, made up of $20,000 of her own opportunities and $55,000 of opportunities owned by Ben, her subordinate. She adjusts Ben’s amount to $65,000 for a total of $85,000. If you adjust Anne’s number from $85,000 to $100,000, you see $85,000 in Amount Without Manager Adjustments, because Anne sees this amount (and Anne can’t see your adjustments because you’re her manager). To see the amount that includes your adjustment to $100,000, look at Forecast Amount.
To view the same information for quantity, add Quantity Without Manager Adjustments to the report. The revenue forecast from the forecast manager’s perspective and the sum of the owner’s and subordinates’ opportunities, including all forecast adjustments. Add Forecast Amount to your Forecasting Item report. For example, you’re a forecast manager and have another forecast manager reporting to you who has an Amount Without Manager Adjustment totaling $85,000. If you adjust the forecast to $100,000, the Forecast Amount is $100,000.
To view the same information for quantity, add Forecast Quantity to the report. Whose forecast amounts have adjustments made to them. Add Has Adjustment to your Forecasting Item report. For example, if you make a manager adjustment to one of your subordinate’s forecast amounts, this checkbox is selected. If your subordinate adjusts one of his or her subordinate’s amounts, this checkbox is selected. However, unless you have the “View All Data” permission, if your forecast manager adjusts your forecast amount, this checkbox remains deselected. You don’t have access to your forecast manager’s adjustment information. Also add Has Owner Adjustment. If a forecast user adjusts his or her own forecast, this checkbox is selected. Quota detail for your forecasts. Create a Forecasting Quotas report. For example, depending on how your Salesforce admin set up the report type, you can include fields, such as the full name of the quota owner. Then you can filter by your own name to see quotas that you created and their related accounts and owners. How forecast amounts today compare with earlier forecast amounts. Create a Forecasts with Historical Trending report, and then compare the value of the Forecast Amount field at the beginning of the month with its value at the end of the month, sorted by owner. Results for your direct reports only. When creating a forecasting report, choose My Direct Reports’ <item name> from the Show menu. Which type of forecast the results are from. Refer to the Forecasting Type field in the report results. This field is included in the default page layout for Forecasting Item and Quota reports.