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Andre Thouin
Unable to complete challenge Get Started with Collaborative Forecasts
Error message:
Challenge Not yet complete... here's what's wrong:
Couldn’t find necessary columns selected.
Challenge Not yet complete... here's what's wrong:
Couldn’t find necessary columns selected.
Make sure that you have selected all fields listed below.
Under Select Fields to Show in the Opportunity List, choose the columns to show in the related opportunities list on the forecasts page for the forecast type.
Opportunity Name
Account Name
Amount
Close Data
Stage
Probability (%)
Forecast Category
Owner Full Name
Please mark it as solved if my reply was helpful. It will make it available for other as the proper solution.
Best Regards
Sandhya
Once you have configured your new Forecast Type, click "OK" button.
Afterwards, remerber to click on "Save" button in the Forecasts Settings page (this is very important).
You will find 2 screen shots below.
Kind regards.
Virginie
Forecast Type "OK" button:
Forecasts Settings "Save" button: