In the Layout step of the forecast configuration, you can configure columns to define the forecast grid that appears for users. You can configure roll-up columns from option sets that are defined for opportunities in your organization. Perform the following steps to add columns and configure the forecast grid: Add columns from an option set.Configure columns.(Optional) Apply … Continue reading Sales Forecasting: Choose layout and columns
You must select a template to create a forecast. The selected templates populate the Hierarchy route field that defines the entity type in your hierarchy. To select a template, go to the Forecast configurations page and select one of the following templates: Org chart forecast: Roll-up columns and projections are based on your organization's reporting structure. This template uses … Continue reading Sales Forecasting : Select a Forecast Template
