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Collaborative Forecasting and Opportunity Splits are not found when attempting to create a Sales Analytics App

Publiceringsdatum: Apr 30, 2026
Beskrivning

Collaborative Forecasting in Sales Analytics App


Modern versions of the Sales Analytics App include support for Collaborative Forecasting for certain Forecast Types. If you are not using one of these supported Forecast Types, the Collaborative Forecasting tile in the "Custom" settings section of the App Configuration Wizard will be unavailable.
 
More information on Forecasting and Quotas in Sales Analytics can be found here.
Lösning

Supported Forecast Types

The Sales Analytics App supports the following Forecast Types:

  • Opportunity (Revenue)
  • Opportunity Revenue Splits


If you choose to use another Forecast Type, such as New Bookings or Product Families, it is required to export your quota data to CSV and upload the csv file into a dataset. Please follow this article for more detail.  

Knowledge-artikelnummer

000383229

 
Laddar
Salesforce Help | Article