Changes to the Forecast Categories not reflected on the Forecast Tab
|Knowledge Article Number||000232517|
|Description||After renaming the Forecast Categories under Setup | Opportunities | Fields | Forecast Category, the headers of the forecast Category in Forecast tab does not reflect the changes.
Best Case Forecast ( Forecast category) is changed or renamed to Test.
On such scenario, we will check the Forecast Settings:
1) Click on Setup | Forecasts | Forecast Settings
Verify if, Enable Cumulative Forecast Rollups feature is enabled. If yes, then the new forecast category labels will not show any change on Forecast tab.
|Resolution||Below are the steps to show up the changes in Forecast Headers on Forecast tab:
1) Click Setup | Forecasts | Forecast Settings | disable Enable cumulative forecast rollups | Click on Save.
Refresh the Forecast tab, new forecast category labels will show as Forecast Header.
The above steps are available in Collaborative Forecasting.
For more information: