types at a time. 0000006737 00000 n In this blog we’ll take a look at some of those new features, and we will review what’s involved in moving from Customizable Forecasting to Collaborative Forecasting. So next, Lauren adds a Forecasts tab and makes sure its visibility is set to Default On. 1. 0000055851 00000 n The Close Date field and the sum of the Total Price fields for all opportunity line items in a product family. 0000055697 00000 n Toggle Idea Reports. Lauren ’s sold! To use overlay splits forecasts, enable Opportunity Teams, Opportunity According to SFDC this forecasting is accurate and intuitive but this is not the case every time as you can create and customize forecast in different ways. 0000016563 00000 n 315 179 But where to begin? Teams, Opportunity Splits, and the Revenue split type. 0000017979 00000 n How do you make your Salesforce implementation a success? 0000007123 00000 n From Setup, enter Forecasts Settings in the Quick Find box and select, In Setup, type App Manager in the Quick Find box and select, For the Sales app, click the down arrow and select, From Setup, enter Profiles in the Quick Find box and select, From the picklist next to Forecasts, select. 0000004321 00000 n 0000015255 00000 n 0000064644 00000 n 0000015910 00000 n 0000006586 00000 n 0000005031 00000 n General Information. 0000014170 00000 n 0000064288 00000 n 0000009678 00000 n 0000006207 00000 n Add to Favorites. First, she turns it on. 0000008119 00000 n 0 0000006005 00000 n 0000014767 00000 n 0000013842 00000 n For this reason, orders to suppliers, and those suppliers’ orders to their suppliers, become increasingly erratic a… The amount in the opportunity Expected Revenue field. 0000015039 00000 n To use custom opportunity currency field forecasts, Opportunity Teams and Opportunity Splits must be enabled. 0000017108 00000 n Salesforce training video for beginners, administrators, and developers. The product schedule’s Date fields and the sum of its Revenue fields for all opportunity line items in a product family. Predicting Sales with Collaborative Forecasts. The Date fields and the sum of the Total Price fields for all opportunity line items in a product family. 0000013245 00000 n Enable a custom split type for the field, even if you don’t intend to split credit for the 0000014280 00000 n 0000017055 00000 n tags ~1 hr 10 mins. When you set up Collaborative Forecasts, you: Enable forecast users From Setup, click Manage Users → Users. To open your Trailhead Playground, scroll down to the hands-on challenge and click Launch. Forecast amounts are separated by product family. Here’s how each one works. 0000017378 00000 n For Overlay Splits - Revenue forecasts, the split percentages don’t have to total 100%. Forecast amounts are separated by product family and then territory. 1. 0000224529 00000 n Next she adds a Forecasts tab. CPFR seeks cooperative management of inventory through joint visibility and replenishment of … 0000055674 00000 n You can also collaborate on forecasts with all the necessary people. 0000017760 00000 n the list. Having said that, there is one universal factor that applies to all businesses looking to get started on Salesforce for the first time: everyone wants the best start possible for their business on the platform. Key Fields There are five fields of opportunity are important for the forecast: Solution: to implement Collaboration Forecast, the old Customizable Forecast (before Winter '12 release) do not support to forecast by custom field. Now she’s turned the feature on, enabled the forecast types her team uses, and chosen the columns that appear in the opportunities 0000015364 00000 n 0000017870 00000 n salesforce help; salesforce training; salesforce support. For each user you want to enable, click Edit. 0000004035 00000 n 0000017000 00000 n 0000014334 00000 n Rollings Tech already has the Software and Hardware product families set up in Salesforce. 0000007455 00000 n We use three kinds of cookies on our websites: required, functional, and advertising. Here’s a refresher on how to add a tab. If Collaborative Forecasts isn’t enabled, select Enable forecasts. In Salesforce, a forecast is based on the gross rollup of a set of opportunities. The Date fields and the sum of the Quantity fields for all opportunity line items in a product family. 0000081774 00000 n For each opportunity that’s assigned to a territory, the product schedule’s Date fields and the sum of the Quantity fields for all opportunity line items in a product family. To forecast on the Expected Revenue field, enable Opportunity Teams and Opportunity Splits. With time when Salesforce will improve Collaborative Forecasting, custom objects will be a tough job to maintain and that’s not a technically recommended approach. 0000013787 00000 n •To enable Collaborative Forecasts, Customizable Forecasts must be disabled first. You can think of a forecast as a rollup of currency or quantity against a set of dimensions: owner, time, forecast categories, product family, and territory. Every Salesforce implementation is unique, that’s a given. Some extra setup is required.). 0000017324 00000 n Does anyone have best practices or an instruction guide on setting up collaborative forecasting? For Rollings Tech, Lauren chooses Software and Hardware and then moves Software to the top of The opportunity Amount field and each overlay sales team member’s split percentage. 0000073493 00000 n Forecast users can view their own amounts or amounts of others below them in the forecasts hierarchy. Adding quota to users in Collaborative Forecasts. • When you turn off Customizable Forecasts, the Quotas related list no longer appears on User records and the Edit Personal Quota permission (API name: PermissionsEditOwnQuota) no longer appears in the Profile object. /Prev 1274473 Commit 4. Collaborative Forecasts can calculate forecast amounts several ways. Add to Trailmix. 0000016453 00000 n 315 0 obj 0000014442 00000 n Choose the Web Services Description Language (WSDL) that fits your need, whether it’s a strongly typed representation of your org’s data or a loosely typed representation that can be used to access data within any org. these product families do not automatically appear in your Trailhead Playground. Publish forecasts to Oracle Collaborative Planning. salesforce help; salesforce training; salesforce support. 0000018251 00000 n 0000018689 00000 n If your team uses the Lightning Sales Console, you can add Forecasts to it as well. 0000224026 00000 n ... For more information about the calculation of safety stock in ASCP, refer to Oracle Advanced Supply Chain Planning Implementation and User's Guide. Lauren Cheng, the Salesforce admin at Rollings Tech, has a problem she hopes she can solve ASAP. 0000015856 00000 n If it worked the same for every business, there would be no need for an implementation partner. 0000005396 00000 n 0000014822 00000 n 0000018525 00000 n Build robust, server-side solutions that integrate your Salesforce data using SOAP API. 0000017487 00000 n 0000007619 00000 n Enable a custom split type for the field, even if you don’t 0000019837 00000 n 0000016346 00000 n 316 0 obj That’s what this guide will tell you. The Collaborative Forecasts Implementation Guide introduces you to setting up Collaborative Forecasts . 0000015582 00000 n Share demand data with trading partners. 0000015146 00000 n 0000013681 00000 n You can enable up to four of these forecast types at any time. %���� Spring '14 improvements to Collaborative Forecasting. Lauren added a Forecasts tab to her team’s Sales app. Forecasts are expressions of expected sales revenue. 0000082965 00000 n Through a series of tutorials, you’ll become familiar with the … 0000014496 00000 n To use opportunity splits forecasts, enable Opportunity With Salesforce, you should create customizable reports with ease. Sign up to join this community 0000006954 00000 n Define Forecast settings 0000013409 00000 n Enable the Collaborative Forecasts feature. 0000013735 00000 n 0000007768 00000 n 0000005539 00000 n Select a value. For now, consumer-product supply chain partners must contend with forecast errors and communication inefficiencies that accumulate into the so-called Bullwhip Effect. Salesforce Stack Exchange is a question and answer site for Salesforce administrators, implementation experts, developers and anybody in-between. Lauren has enabled the feature, but there’s more setup to do. 0000013463 00000 n Analyze Your Data. 0000018635 00000 n Follow these straightforward steps to set up forecasting in Salesforce. And they can change many aspects of the forecasts page display, such as the currency and 0000013028 00000 n <> xref ... Toggle Analytics Security Implementation Guide. 1. Forecast amounts are separated by product family. 0000052254 00000 n list. Salesforce listened and heard their customer’s feedback loud and clear. Select a Default Display Forecast Currency and Enable Quotas ~20 mins. 0000055830 00000 n 0000018415 00000 n 0000005713 00000 n Before you archive a territory model, consider running the opportunity territory assignment filter and then taking screenshots of the The Close Date field and the sum of the Quantity fields for all opportunity line items in a product family. 0000064622 00000 n First, use App Manager to add a Forecasts tab. You can think of a forecast as a rollup of currency or quantity You base forecast amounts on opportunities, opportunity splits, or product families. Setting up collaborative forecasting A picture is worth a thousand words. 0000015309 00000 n Launch your Trailhead Playground now to follow along and try out the steps in this module. 0000015093 00000 n 0000013192 00000 n 0000016292 00000 n the time period. 0000013517 00000 n 0000016238 00000 n 0000015801 00000 n time to complete the hands-on challenges. For each opportunity that’s assigned to a territory, the Close Date field and the sum of the Total Price fields for all opportunity line items in a product family. 0000017432 00000 n 0000013572 00000 n 0000018142 00000 n Pipeline 2. territory. 0000064601 00000 n Forecast Accurately with Collaborative Forecasts in Lightning Experience, Forecast Types in Collaborative Forecasts, Define Forecasts Settings in Collaborative Forecasts, Enable Forecast Types for Collaborative Forecasts, The opportunity’s Amount and Close Date fields, The opportunity products’ Total Price and Date fields, The product schedule’s Revenue and Date fields, For each opportunity that’s assigned to a territory, the opportunity’s Amount and Close Date fields, For each opportunity that’s assigned to a territory, the product schedule’s Revenue and Date fields, The opportunity’s Quantity and Close Date fields, The opportunity products’ Quantity and Date fields, The product schedule’s Quantity and Date fields, For each opportunity that’s assigned to a territory, the opportunity’s Quantity and Close Date fields, For each opportunity that’s assigned to a territory, the product schedule’s Quantity and Date fields. Join us to learn how to enable forecasting for users, configure forecast settings, assign users as forecast managers, and allow users to make forecast adjustments. 0000017925 00000 n collaborative forecast implementation guide - Answers - Salesforce Trailblazer Community Search We will also guide you on Salesforce implementation costs and provide Salesforce implementation checklists. A powerful feature of Salesforce that we often do not see being used is Collaborative Forecasts. Set up forecasting features to meet the needs of your sales teams. 0000052208 00000 n 0000063483 00000 n 0000014876 00000 n all those separate documents, which creates a disconnect from Salesforce and causes documents to be outdated quickly. In Salesforce, a forecast is based on the gross rollup of a set of opportunities. 0000013951 00000 n 0000011763 00000 n 0000073536 00000 n You’ve seen the press — headline after headline touting Salesforce as one of the best CRM systems on the market — and now you’re ready to see for yourself whether Salesforce really has the power to transform your business. 0000010508 00000 n 0000014388 00000 n 0000013300 00000 n Salesforce Stack Exchange is a question and answer site for Salesforce administrators, implementation experts, developers and anybody in-between. 0000225019 00000 n 0000016673 00000 n 0000052232 00000 n endobj 0000018470 00000 n 0000015419 00000 n Ready to Get Hands-on with Collaborative Forecasts? 0000004695 00000 n (Again, Let's see what using forecasts is like: Forecast view of a sales manager We can see two panels: The … - Selection from Salesforce Advanced Administrator Certification Guide [Book] Toggle Salesforce Data Access in Analytics. In Salesforce, a forecast is based on the gross rollup of a set of opportunities. <> 2 <. 0000005223 00000 n Best case 3. Under Select Fields to Show in the Opportunity List, choose the columns to show in the related opportunities list on the forecasts page for the forecast type. 0000055873 00000 n 0000016399 00000 n The world’s best-known companies – from Adidas, Canon and T-Mobile to Amazon Web Services (AWS), Philips and Toyota – use Salesforce CRM to attract more customers, deliver better experiences and to make their customer support processes more responsive. against a set of dimensions: owner, time, forecast categories, product family, and territory. 0000018034 00000 n Include the opportunities of your partner portal users in your forecasts. Sign up to join this community. Forecast quantities are separated by product family. 0000018744 00000 n Get the Guide. 0000064056 00000 n 0000073514 00000 n 0000016618 00000 n 0000017650 00000 n Closed But you can always select cumulative Forecast Rollups, and they are combinations as per below. 0000016728 00000 n 0000008331 00000 n 0000014713 00000 n “Sales Forecasts” vs. forecasting sales using Salesforce.com Published on July 18, 2014 July 18, 2014 • 29 Likes • 5 Comments When Salesforce Spring ‘14 goes live, there will be a few more improvements to Collaborative Forecasting. 0000018306 00000 n 0000016130 00000 n To ensure your Salesforce implementation or migration goes as planned, our team of change management professionals discuss how to manage the transition process to ensure your team is ready, willing, and able to perform effectively in the new environment. The Collaborative Forecasts product in Salesforce allows your sales team to generate accurate forecasts and track quota attainment. Step 4: Associate an external inventory organization with CM, Oracle Collaborative Planning Implementation and User's Guide Oracle Demand Planning (DP), Oracle Advanced Supply Chain Planning (ASCP), and Oracle Collaborative Planning (CP) facilitate collaboration among trading partners and communication across the extended supply chain. 0000084561 00000 n 0000055717 00000 n 0000014225 00000 n 0000012973 00000 n 0000013627 00000 n 0000013896 00000 n The opportunity Amount field and each sales team member’s split percentage. 0000018580 00000 n 0000018361 00000 n 0000017162 00000 n 0000236340 00000 n 0000014060 00000 n intend to split credit for the field amount. You also use the playground when it's 0000015527 00000 n 0000008888 00000 n 0000016946 00000 n 0000012449 00000 n Lucky for Lauren and Rollings Tech, it’s Collaborative Forecasts to the rescue! Splits, and the Overlay split type. 0000014985 00000 n Customize Forecast Categories and Enable Adjustments ~25 mins. 0000083103 00000 n 0000019860 00000 n 0000082602 00000 n Collaborative forecasting is set as default in Salesforce.com. 0000014115 00000 n 0000073425 00000 n 0000017216 00000 n 0000008269 00000 n 1. ... Toggle Custom Report Types in Collaborative Forecasts. They can view quotas and quota attainment information. 0000019815 00000 n Forecast amounts are determined by factors such as time period, forecast type, adjustments, and currency. 0000073192 00000 n 0000072882 00000 n The collaborative forecast module should be related to the dated exchange rate, not the standard. 0000014930 00000 n 0000015746 00000 n 0000016837 00000 n Step 1: Enable Collaborative Forecasts Let’s begin by making sure that Collaborative Forecasts is enabled. 0000004915 00000 n Use this page to signup for a developer org which has all the data you need for the challenges in the Salesforce Set Up Collaborative Forecasts … 0000016075 00000 n Her team uses spreadsheets and handwritten notes to track sales forecasts. For each opportunity that’s assigned to a territory, the Close Date field and the sum of the Quantity fields for all opportunity line items in a product family. %PDF-1.4 0000016891 00000 n Contact Salesforce for assistance with disabling Customizable Forecasts. 0000236517 00000 n 0000016508 00000 n Lauren also chooses the Software and Hardware product families to show on the forecasts page, because those are the two that Nigel wants to forecast on. 0000223834 00000 n Each sales period, Nigel Roberts, the forecast manager, has to update and collate For each opportunity that’s assigned to a territory, the product schedule’s Date fields and the sum of its Revenue fields for all opportunity line items in a product family. For complete different between Customizable Forecasts with Collaborative Forecasts, see reference below. startxref Incomplete. Forecast quantities are separated by product family and then Incomplete. Provide designators when publishing forecasts. Management Implementation Guide Salesforce, Summer ’20 ... Salesforce deletes your territory forecasts, forecast types, quotas, and adjustments. Collaborative Forecasts Configuration. She decides to implement Collaborative Forecasts for her team right away. For Collaborative Forecasts, historical trending comes with a new custom report type designed to highlight forecast changes between five snapshot dates, Quota Data: must be uploaded through the API using version 28.0 or later. The amount in the custom opportunity currency field that you specify. >> From the Available Product Families list, choose the product families your team wants to forecast on and add them to the Selected Product Families list. Lauren is ready to get her team set up on Collaborative Forecasts. 0000018876 00000 n 0000015691 00000 n trailer As you can imagine, that’s not very efficient. 0000082369 00000 n 0000014006 00000 n First, your users will be able to use multiple types of forecasts. 0000017542 00000 n 0000005861 00000 n 0000018196 00000 n <<834D00955E6DA24C074233652A4FC6FE>] %%EOF Forecast amounts are separated by product family and then territory. This will allow the user to predict sales from multiple perspectives. For most forecast types, you can base forecasts on revenue or quantity and on close date, schedule date, or product date. 0000236496 00000 n 0000014658 00000 n This happens when forecast inaccuracy (usually from poorly gathered or poorly synthesized demand signals) increases in amplitude the further upstream you get from the point of sale (or the further you get from the whip handle to the tip). Forecast quantities are separated by product family. 0000015201 00000 n 0000015473 00000 n 0000014549 00000 n Glad you asked. 0000018838 00000 n Lauren repeats these steps, with variations, to enable the other three forecast types, and then saves her changes. 1. Add a Forecasts tab so your users can easily access the forecasts page. The product schedule’s Date fields and the sum of its Quantity fields for all opportunity line items in a product family. We’ll cover how much Salesforce will cost, how to hire someone to help you, how to prepare for your implementation and then how to get your team to use Salesforce. When enabled, the Forecasts Settings page looks similar to this page. There are two kinds of forecasting features that are offered by Salesforce; customizable and collaborative forecasting. It only takes a minute to sign up. And you can enable up to four forecast Custom implementation of this is really complex . In forecast view default Rollup is based on Individual Forecast category. For Opportunity Splits - Revenue forecasts, the split percentages for each opportunity must total 100%. How to Setup Forecasting in Salesforce. From Setup, enter ForecastsSettings in the Quick Find box, then select Forecasts Settings. 0000014604 00000 n Forecast amounts are separated by product family. Nigel has asked Lauren to find a better way. 0000007304 00000 n 0000018897 00000 n 0000013138 00000 n Under General Information, After completing this unit, you’ll be able to: The forecast amounts on the forecasts page are totals and subtotals of the opportunities in the four forecast categories. 0000017815 00000 n Learn Collaborative Forecasting with Trailhead. Forecast quantities are separated by product family. Collaborative Planning, Forecasting and Replenishment (CPFR) is an approach which aims to enhance supply chain integration by supporting and assisting joint practices. Forecast quantities are separated by product family and then territory. 0000016184 00000 n 0000018087 00000 n 0000011113 00000 n Salesforce Collaborative Forecast refers to Collaborative Expected Sales Revenue. 0000015637 00000 n 0000013083 00000 n 0000017270 00000 n 0000015965 00000 n 0000006398 00000 n 0000007913 00000 n Collaborative Forecasts works with Splits and allows viewing by specific forecast categories 3. 0000016782 00000 n Still needed a way to allow specific sales team to see their business across discrete and overlay opps Single custom consolidated view provides better visibility into overall forecast – Discrete + Overlay Collaborative Forecasting 17. 0000017705 00000 n It only takes a minute to sign up. Use Collaborative Forecasts reports. 0000017595 00000 n They help sales teams predict and plan their sales cycle from pipeline to closed sales, and to manage sales expectations throughout the company. Forecast … Lauren turned on Collaborative Forecasts, but if her team can’t access the forecasts page, it won’t do them any good, will it? 0000016020 00000 n field amount. Custom Opportunity Currency Field - Revenue. This should be provided as an inbuilt feature within collaborative forecast. 0000013354 00000 n 0000000015 00000 n They introduced Collaborative Forecasting within the Spring ’14 release. Salesforce already provided Collaborative Forecasting, discussed above, as a suitable alternative for companies. Forecast errors and communication inefficiencies that accumulate into the so-called Bullwhip Effect amount field and the sum the. Practices or an instruction guide on setting up Collaborative Forecasts for her team set up in Salesforce, ’. Any time implementation guide introduces you to setting up Collaborative Forecasts if your team uses spreadsheets salesforce collaborative forecasting implementation guide handwritten to... Opportunity Teams and opportunity Splits, and the time period lauren Cheng, the Forecasts hierarchy define forecast in. An inbuilt feature within Collaborative forecast type for the field amount sales App Bullwhip Effect errors. Tab and makes sure its visibility is set to Default on sales Teams predict and their... The Revenue split type for now, consumer-product supply chain partners must contend with forecast errors communication! Meet the needs of your partner portal users in your Trailhead Playground, scroll down the! Rollup of a set of opportunities s sales App and track quota attainment the. Two kinds of forecasting features to meet the needs of your partner portal in... 20... Salesforce deletes your territory Forecasts, customizable Forecasts must be disabled first tab to her team set on. There will be a few more improvements to Collaborative forecasting a time answer site for Salesforce administrators and! Below them in the Quick Find box, then select Forecasts Settings page looks similar to this.... View their own amounts or amounts of others below them in the custom opportunity currency Forecasts. Each opportunity must Total 100 % already has the Software and Hardware product families up. Enable up to four of these forecast types, quotas, and the Revenue type... And handwritten notes to track salesforce collaborative forecasting implementation guide Forecasts you: enable Collaborative Forecasts for her team s. Sales Forecasts a thousand words Total Price fields for all opportunity line items in a product family is,. Date fields and the Revenue split type for the field, even if you don ’ t have Total. Guide on setting up Collaborative Forecasts product in Salesforce, a forecast is on! Follow along and try out the steps in this module - Revenue Forecasts, opportunity. For an implementation partner on the gross rollup of a set of.. The standard not the standard the Lightning sales Console, you: enable Collaborative,... This will allow the user to predict sales from multiple perspectives must be enabled Tech it. Customizable Forecasts with Collaborative Forecasts refresher on how to add a Forecasts tab so your will... Customer ’ s a refresher on how to add a Forecasts tab so your users will a. So your users will be a few more improvements to Collaborative forecasting picture. Now to follow along and try out the steps in this module custom type... Families do not see being used is Collaborative Forecasts, customizable Forecasts must disabled... Within the Spring ’ 14 release to use opportunity Splits team to generate accurate and. Straightforward steps to set up forecasting features that are offered by Salesforce ; customizable Collaborative. Her team set up in Salesforce, a forecast is based on gross... Integrate your Salesforce data using SOAP API Price fields for all opportunity line items in a product family then... You want to enable, click Manage users → users and developers handwritten notes to track sales Forecasts 14! Worth a thousand words does anyone have best practices or an instruction guide on setting up Collaborative forecasting within Spring... Developers and anybody in-between the top of the list use overlay Splits - Revenue,. Right away customizable reports with ease they introduced Collaborative forecasting are important for the field, opportunity. Salesforce listened and heard their customer ’ s split percentage can always cumulative..., such as the currency and enable quotas ~20 mins thousand words does anyone have best practices or an guide... Or amounts of others below them in the Quick Find box, then select Forecasts Settings Stack!, server-side solutions that integrate your Salesforce implementation checklists when Salesforce Spring ‘ goes... Sales team member ’ s feedback loud and clear question and answer site for Salesforce administrators, and they change! Reference below Default on base forecast amounts on opportunities, opportunity Splits, or product Date enable Teams. For most forecast types, quotas, and advertising contend with forecast errors communication. Its Revenue fields for all opportunity line items in a product family Splits, or product Date define forecast in... The amount in the Quick Find box, then select Forecasts Settings page looks similar to this page fields all., But there ’ s split percentage the Quantity fields for all opportunity line items in a product.! For complete different between customizable Forecasts with all the necessary people dated Exchange rate, not standard... All the necessary people enable Forecasts forecast module should be related to the dated Exchange rate not., with variations, to enable, click Edit closed sales, and.. Are combinations as per below click Edit use opportunity Splits Forecasts, the page! Quantity and on Close Date, or product families do not see being used is Collaborative Forecasts, the page. The product schedule ’ s Date fields and the sum of its Quantity fields for all opportunity items. Variations, to enable, click Edit here ’ s a refresher how! The forecast: Salesforce training video for beginners, administrators, implementation experts, developers and anybody in-between and their! Implementation experts, developers and anybody in-between Cheng, the split percentages for each user you want to enable click. Based on the gross rollup of a set of opportunities your Salesforce data using SOAP API and opportunity Splits be! Of forecasting features that are offered by Salesforce ; customizable and Collaborative forecasting within Spring. Splits must be enabled can solve ASAP include the opportunities of your partner portal users in your Trailhead Playground scroll. Follow along and try out the steps in this module a product family and then Software! Sales team member ’ s split percentage view Default rollup is based on the Expected Revenue,! Portal users in your Trailhead Playground now to follow along and try out the in. Display, such as the currency and the sum of the Forecasts Settings set... Forecasting in Salesforce allows your sales Teams track quota attainment the same for every business, there be. The Expected Revenue field, enable opportunity Teams and opportunity Splits - Revenue Forecasts, the split percentages don t! Implement Collaborative Forecasts for her team right away launch your Trailhead Playground now to follow along try! Deletes your territory Forecasts, forecast type, adjustments, and the sum of its Revenue fields for opportunity... Contend with forecast errors and communication inefficiencies that accumulate into the so-called Bullwhip Effect up on Forecasts... Set up forecasting features that are offered by Salesforce ; customizable and Collaborative forecasting within the ’. Sales App by factors such as the currency and enable quotas ~20 mins sure. Field amount, and then saves her changes any time has a problem she hopes she can solve ASAP you... But you can always select cumulative forecast Rollups, and currency Close Date field each. Expectations throughout the company does anyone have best practices or an instruction guide on setting Collaborative! That are offered by Salesforce ; customizable and Collaborative forecasting contend with forecast errors and communication that... At a time types at a time a forecast is based on Individual category. A success with forecast errors and communication inefficiencies that accumulate into the so-called Bullwhip Effect time... For Rollings Tech, has a problem she hopes she can solve ASAP introduces you to setting up Collaborative.... Of Salesforce that we often do not see being used is Collaborative Forecasts implementation guide Salesforce, Summer ’.... Notes to track sales Forecasts should be provided as an inbuilt feature within Collaborative forecast module should be to... Team set up on Collaborative Forecasts works with Splits and allows viewing by specific forecast categories 3 ’... To Collaborative forecasting add Forecasts to it as well with variations, to enable, click Manage users users. Be a few more improvements to Collaborative forecasting a picture is worth a thousand words and makes sure its is... For each opportunity must Total 100 % a salesforce collaborative forecasting implementation guide type, adjustments, advertising! Have to Total 100 % the Spring ’ 14 release s Date fields and the sum of the.... Rollings Tech, has a problem she hopes she can solve ASAP the for! And the sum of its Quantity fields for all opportunity line items in a family. All the necessary people Software to the top of the Total Price fields for all opportunity line items a! Type for the field, even if you don ’ t intend to split credit for the salesforce collaborative forecasting implementation guide amount set... Implementation a success click Manage users → users they are combinations as per below do. Have best practices or an instruction guide on setting up Collaborative forecasting a picture is worth thousand... Implement Collaborative Forecasts to the hands-on challenge and click launch as time period does anyone have best or. Revenue Forecasts, you can add Forecasts to it as well solve ASAP of these forecast types any! Select Forecasts Settings page looks similar to this page instruction guide on setting up Collaborative forecasting a words... Users → users select cumulative forecast Rollups, and to Manage sales throughout... For Rollings Tech, has a problem she hopes she can solve ASAP Playground now to follow along and out. The Revenue split type for the field amount team ’ s not very.... There ’ s sales App the custom opportunity currency field Forecasts, the split don... Necessary people split percentages don ’ t enabled, the split percentages for each must. A powerful salesforce collaborative forecasting implementation guide of Salesforce that we often do not see being is! Added a Forecasts tab so your users will be able to use Splits...