Pages

Friday, February 23, 2018

Salesforce: Setup Overlay Splits Forecasts

To blog only applicable for Collaborative Forecast, not the old Customizable Forecast.

See this blog for Setup Forecast with Revenue Split, this blog will share on using Overlay Splits. To enable Overlay Splits Forecasts, here few things need to perform:

1. Enable Opportunity Team Selling
Search Opportunity Team Settings and enable Team Selling. You can add the Opportunity Team related list to the page layout.



2. Enable Opportunity Splits
- Search for Opportunity Splits, then click Setting.
- Click "Set up Opportunity Splits" button
- By default "Revenue" and "Overlay" are active, no need to change anything here.
- Click Save button and Enable to confirm.
- You will get an email once Opportunity Splits are enabled.
- Add "Opportunity Splits" related list to the page layout.


3. Enable Forecast
- Search Forecasts Settings
- Select "Enable Forecast"
- Click link "+ Add another forecast type"
- Select "Opportunity Overlay Splits"
- Click OK button and Save button



4. Forecast Tab
Now in forecast tab, click gear icon, you should see option for "Overlay Splits"



Once you have opportunity split by Overlay, you will see the number show in Forecast when select Overlay Splits.

In Opportunity Related List


In Forecast Tab


ReferenceOverlay Splits Forecasts in Collaborative Forecasts