Loading
Sales Basics
Indhold
Filtrer efter (0)Tilføj
Vælg filtre

          Ingen resultater
          Ingen resultater
          Her er nogle søgetips

          Kontroller stavemåden for dine søgeord.
          Brug mere generelle søgeudtryk.
          Vælg færre filtre for at gøre søgningen bredere.

            Søg efter alle i Hjælp til Salesforce
            Søg efter alle i Hjælp til Salesforce
            Create an Opportunity Revenue Forecast Type

            You are here:

            1. Salesforce Help
            2. Docs
            3. Sales Basics

            Create an Opportunity Revenue Forecast Type

            To show sellers their key performance insights on the Sales Workspace page per forecast period, create an opportunity revenue forecast type.

            Required Editions

            Available in: Lightning Experience in Enterprise, Unlimited, and Agentforce 1 Sales editions with the Sales Foundation add-on.

            Check whether your default forecast type matches these values. If not, create and activate a forecast type with these settings. See Configure and Activate Pipeline Forecast Types.

            Field Value
            Object Opportunity
            Measure Amount
            Date type Close Date (Opportunity)
            Hierarchy User role
            Note
            Note Make sure that the forecast type name contains “Opportunity Revenue”.

            Quota Settings

            To show sellers the progress of their quota attainment per forecast period, enable Show Quotas on the Forecast Settings page and define quotas to your team.

            See Set Up Forecast Quotas.

             
            Indlæser
            Salesforce Help | Article