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Rajesh Potnuru
Forecast in salesforce
Hi All,
i need help on below, could you pls
Is there a way to find out who submitted the Forecast in salesforce ??
Thanks & Regards,
Rajesh Potnuru
i need help on below, could you pls
Is there a way to find out who submitted the Forecast in salesforce ??
Thanks & Regards,
Rajesh Potnuru
Customizable initiates with the salesperson setting personal overrides and submitting a forecast. Their opportunities “roll up” by category and the overall number for the categories “Commit” and “Best Case” can be adjusted and then the forecast submitted. The salesperson can submit multiple forecasts. The submitted forecasts are kept in an object for Forecast History.
You can also refer:
https://help.salesforce.com/HTViewHelpDoc?id=newforecasts_view.htm&language=en_US
Thanks,
Pratik
P.S. If this answers you question, please mark it as "Best Answer" so it will help other community members too.
Thanks for your reply post, could you please help me on the same,
iam unable to find Forecast History on Forecast tab., how can i find that. please guide me.
Thanks & Regards,
Rajesh Potnuru
These buttons are available on Forecast tab.
You are not able to see them check this article:
https://help.salesforce.com/apex/HTViewSolution?id=000176860&language=en_US
Thanks,
Pratik