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OJMOJM 

Collaborative Forecast Categories vs Customizable Forecast Categories

Hi all,

 

I'm working with Colaborative Forecasting in a Sandbox and I'm really confused about forecasting Categories. Here is what the help section says about Categories for Customizable Forecasting:

 

Your forecast is a representation of your opportunity amounts, dates, and stages. Click the Forecasts tab and notice that your forecast amounts are listed in different categories. Depending on its stage, an opportunity amount can be included in the following forecast categories:

 

 

  • Best Case includes amounts you are likely to close, closed/won opportunity amounts, and amounts in the Commit category.
  • Closed includes amounts for closed/won opportunities.
  • Commit includes amounts you are confident about closing and closed/won opportunity amounts.
  • Omitted means the amount does not contribute to your forecast.
  • Pipeline includes amounts from all open opportunities.

 

Does anyone know if these will also be carried over to Collaborative Forecasting? If not, I'm going to have a tough time getting the sales team onboard. I can't find much out there on this. 

 

Thanks in advance.