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Chiru Gogulakonda Collaborate Forecasting in Einstein Analytics
Hello All,
There is a requirement from our customer to implement Collaborate Forecasting in Einstein Analytics with the basic Einstein license (Einstein Analytics plus Admin/Plus User).
Use Case : To create forecast dashboard same as Standard Collaborative Forecasts.
Issue: We are getting all the Opportunities revenue value based on Salesforce Role hierarchy but we need to calculate the values based on Forecasting Role hierarchy. We can achieve this functionality with Sales Cloud Einstein license, but here we have only basic Einstein licenses.
Has anyone implemented/worked custom Collaborate Forecasting in Einstein Analytics?
Thanks in advance for your help.
Chiranjeevi Gogulakonda
There is a requirement from our customer to implement Collaborate Forecasting in Einstein Analytics with the basic Einstein license (Einstein Analytics plus Admin/Plus User).
Use Case : To create forecast dashboard same as Standard Collaborative Forecasts.
Issue: We are getting all the Opportunities revenue value based on Salesforce Role hierarchy but we need to calculate the values based on Forecasting Role hierarchy. We can achieve this functionality with Sales Cloud Einstein license, but here we have only basic Einstein licenses.
Has anyone implemented/worked custom Collaborate Forecasting in Einstein Analytics?
Thanks in advance for your help.
Chiranjeevi Gogulakonda