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Kumar Rao 1Kumar Rao 1 

Collaborative Forecasting - Categories

Dear experts,

Can any one educate me on the actual meaning of following categories?

Pipeline
Best case
Commit
Omit
Closed

Thanks,
Srujan

Best Answer chosen by Kumar Rao 1
Vijay NagarathinamVijay Nagarathinam
HI,

Salesforce Forecasting is the way of predicting the expected sales revenue for an organization. It can be either revenue or quantity based, or by both. Forecast can be projected in monthly or quarterly basis and will gross roll up the forecast amount to the manager based on forecast hierarchy. 

The forecast category is dependent for opportuity stage, based on the stage the forecaset category will be changed.

Refer the link you get more details about forecasting - http://www.mstsolutions.com/blog/content/salesforce-forecasting

Let me know if you need any details regarding this,

Thanks,
Vijay

All Answers

Vijay NagarathinamVijay Nagarathinam
HI,

Salesforce Forecasting is the way of predicting the expected sales revenue for an organization. It can be either revenue or quantity based, or by both. Forecast can be projected in monthly or quarterly basis and will gross roll up the forecast amount to the manager based on forecast hierarchy. 

The forecast category is dependent for opportuity stage, based on the stage the forecaset category will be changed.

Refer the link you get more details about forecasting - http://www.mstsolutions.com/blog/content/salesforce-forecasting

Let me know if you need any details regarding this,

Thanks,
Vijay
This was selected as the best answer
Kumar Rao 1Kumar Rao 1
thanks a lot vijay.
Vijay NagarathinamVijay Nagarathinam
Hi Kumar,

The answer was resolved your issue, Please choose as best answer it will helpful for others.

Thanks,
Vijay