function readOnly(count){ }
Sign Up ›
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
Learn More

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
SurekaSureka 

Overlay Splits Forecasts does not show the Opportunity I own

Hi All,

I have enabled "Opportunity Revenue" and "Overlay Splits" forecasts in my org. 

Opportunity Revenue Forecasts shows up the list of Opportunities I own. Overlay Splits forecasts only shows the list of Opportunities where I have Overlay Split % contribution. It does not show up the list of Opportunities I own. 

Is it possible to show up the List of Opportunities I own + Opportunities where I have Overlay Split Contribution in one view?

Thanks
Sureka
PratikPratik (Salesforce Developers) 
Hi Sureka,

Are you using the coillaborative forecast module and the view which you want on the forecast tab?

The forecast tab is non customizable for views. You can select the views through Forecast setting but only one view will be shown at a time.

Thanks,
Pratik
SurekaSureka
Hi Pratik,

I am using Collaborative forecasts.

Issue is, users doesnt want two seperate views(Opportunity Revenue & Overlay Splits forecasts). Instead, they just want one view which shows both the amount(Amount of Opptys I own + Overlay % amount) together. Because Opportunity Revenue forecasts shows a different amount and Overlay Splits forecasts shows a differnt amount which is quite confusing. Is there a way to resolve this??

Thanks
Sureka