Posts Tagged ‘salesforce forecast’

Salesforce: Forecast Data Model

This article will give you a rough idea on the big picture of how Forecast data model looks like. From the model above, those objects in green box is the main object for Forecasting where those in blue box are objects that is working in the back end of the whole process ( Only shown in…

Read More

Salesforce Forecast Type: Opportunity Revenue

Running a company that sells furniture, the CEO Mr. John would like to use Salesforce Forecast to view all Opportunity revenue quarterly. An example of how the Forecast view look like: From the view above, Mr.John can see which quarter has failed to  meet the targeted quota in year 2013. If Mr.John expands the view for each quarter,…

Read More

Salesforce Forecast Type: Opportunity Split (Revenue only)

As a property agency, WDCi group it’s sales person in teams. Most of the time, team member in each team will team up to handle one sale process. WDCi has implemented Opportunity split to keep track of the team members who teamed up in handling one particular Opportunity. Each team member can now use Forecast to see how…

Read More

Salesforce Forecast Type: Product Family Revenue

A company that sells vehicle is using Salesforce to keep track of their sales. Each of their product (ie: Camry, CRV, etc) is grouped under different Product Family (ie: Toyota, Honda, etc). Forecast can create a view against Product family to generate a view on total revenue for each brand. An example of how the Forecast view…

Read More

Salesforce Forecast Type: Product Family Quantity/Unit

A company that sells vehicle is using Salesforce to keep track of their sales. Each of their product (ie: Camry, CRV, etc) is grouped under different Product Family (ie: Toyota, Honda, etc). Forecast can create a view against Product family to generate a view on total unit sold for each brand. An example of how the Forecast view…

Read More

Salesforce Forecast Type: Opportunity Quantity/Unit

A fitness company earn profit by selling membership to their clients. Assuming that this company is selling only one type of membership. This company would like to have a report that shows total unit of membership sold in each quarter every year. An example of how the Forecast view look like:

Read More

Salesforce: Forecast Types

In Spring’14 release, Salesforce introduced a new Forecast ability called Forecast Types. Forecast Types allow users to be able to view more detailed sales information in different angle. Below are the types available : Forecasting Opportunity Revenue Forecasting Opportunity Quantity/Unit Forecasting Opportunity Split (Revenue only) Forecasting Product Family Revenue Forecasting Product Family Quantity/Unit Click on above types to see…

Read More

Salesforce: Forecasting & Opportunity

Forecast is somehow related to Opportunity. Here’s some descriptions on their relationship: In the Opportunity object, there is a picklist field name ‘Forecast Category‘. 1) Assign Opportunity Stages with Forecast Category: To define opportunity stages with forecast category, go to Setup | Customize | Opportunity | Fields | Stages ) Assign particular stage with required…

Read More