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            Schedule and Product Date Forecasts

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            Schedule and Product Date Forecasts

            Base forecasts on schedule and product dates to reflect your business model. Schedule and product date forecasts are available in Lightning Experience only.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Performance, and Developer Editions and in Enterprise and Unlimited Editions with Sales

            How Schedule Date Forecasts Differ from Close Date Forecasts

            When you forecast by schedule date, Salesforce uses the values from a product schedule’s Date field and its Revenue, Quantity, or custom measure field to calculate forecasts.

            Example
            Example A $12,000 opportunity has a close date of June 30, 2018, with $1,000 revenue scheduled monthly.
            • If you forecast by close date, forecasts for the month of June include $12,000 for the opportunity.
            • If you forecast by schedule date, forecasts for the month of June include $1,000 for the opportunity.

            How Product Date Forecasts Differ from Close Date Forecasts

            When you forecast by product date, Salesforce uses the values from each opportunity product’s Date field and its Total Price, Quantity, or custom measure field to calculate forecasts.

            Example
            Example A $10,000 opportunity has a close date of June 30, 2018 and two products: laptops for $4,000 and desktops for $6,000. The $4,000 product date is June 30, 2018. The $6,000 product date is May 31, 2018.
            • If you forecast by close date, forecasts for the month of May don’t include an amount for this opportunity. Forecasts for the month of June include $10,000 for this opportunity.
            • If you forecast by product date, forecasts for the month of May include $6,000 for this opportunity. Forecasts for the month of June include $4,000 for this opportunity.

            Amounts on the Forecasts Page

            When you forecast by schedule or product date, the Forecasted Amount column in the opportunity list shows the amounts that contribute to forecasts, not the overall opportunity amounts.

            Forecasting Reports

            When you forecast by schedule or product date, custom report types with Forecasting Items as the primary object show the schedule-date and product-date forecast values.

             
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