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Sunday, February 24, 2019

Salesforce: Using Custom Field for Forecasts

This blog only applicable for Collaborative Forecast, at this moment Customizable Forecast is scheduled for Retirement as of Summer ’20.

By default, Salesforce will forecast using Amount field from Opportunity for Revenue forecast. However, to fit your business needs, you can add additional forecast type, based on a custom field in Opportunity, it must be currency fields.

1. Opportunity Split
In this blog, I will add a custom currency field from Opportunity called Extra Income. I'll select the field 'Extra Income' and type in 'Extra' as Split Label.


Tips: on the Split Type, the Totals 100% must be ticked, otherwise, forecast with the custom fields will not work.


2. Forecast Setting
Now, I need to configure forecast setting, click the link "+ Add another forecast type" then select Extra.


Then, you select a Forecast Measurement (Revenue or Quantity) and select fields to show in the Opportunity List.
You need to click Save button to save, otherwise, it will not save, even you have click OK button in many screen.


Forecasts tab
Now, let us see if this will work.

This is the default forecast based on Amount, it called Opportunity Revenue.



Now, let us flip to the new Extra forecast we just create, click the gear icon on the top right.



Now, let us forecast with our new forecast type "Extra"




ReferenceEnable Custom Field Forecasts in Collaborative Forecasts



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