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ttlttl 

How can I customize my own Forecast Category

Hi Guys,

 

I want to customize my own Forecast category (Pipeline, Expected Closure and Closed won) instead of the (Quota,Pipeline,commit,Best case and Closed won).

All Opportunity which probability is 100% should come under Closed won and rest of the opportunity comes under Pipeline.

In Expected closure category the forecast revenue should be the multiplication of winning probability and Total Revenue generated from the opportunity.

 

What changes I have to make to complete this requirement .

Any suggestion would be appreciated.

 

Thanks,