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跟踪预测的调整
在调整期间,多个用户可以协作预测,以进行调整。除了默认提供的指标之外,您还可以编辑自定义指标的值。重要的是,您跟踪对每个单元格的编辑,并在需要时重置值。
在调整期间,多个用户可以协作预测,以进行调整。除了默认提供的指标之外,您还可以编辑自定义指标的值。重要的是,您跟踪对每个单元格的编辑,并在需要时重置值。
有一个新的预测版本可用,名为“高级客户预测”。请向您的管理员咨询迁移事宜。要了解更多信息,请查看维护整体客户预测。
| 适用于:Lightning Experience |
| 适用于:Enterprise、Unlimited 和 Developer Edition |
| 所需用户权限 | |
|---|---|
| 跟踪预测调整 | 对客户预测和客户预测调整的读取、编辑权限 |
图标是该单元格中预测值已修改的指标。在弹出窗口中,您可以查看上次自动计算的预测值和最近三次手动编辑,以及每次编辑的用户 ID 和调整备注。

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