salesforce collaborative forecasting implementation guide

Forecast amounts are separated by product family and then territory. all those separate documents, which creates a disconnect from Salesforce and causes documents to be outdated quickly. Best case 3. 0000015527 00000 n Forecast amounts are determined by factors such as time period, forecast type, adjustments, and currency. She decides to implement Collaborative Forecasts for her team right away. 0000015309 00000 n In forecast view default Rollup is based on Individual Forecast category. 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. 0000004695 00000 n When Salesforce Spring ‘14 goes live, there will be a few more improvements to Collaborative Forecasting. Include the opportunities of your partner portal users in your forecasts. But where to begin? 0000016346 00000 n 0000015746 00000 n Closed But you can always select cumulative Forecast Rollups, and they are combinations as per below. To forecast on the Expected Revenue field, enable Opportunity Teams and Opportunity Splits. Every Salesforce implementation is unique, that’s a given. This should be provided as an inbuilt feature within collaborative forecast. Lauren has enabled the feature, but there’s more setup to do. Does anyone have best practices or an instruction guide on setting up collaborative forecasting? 0000011113 00000 n For complete different between Customizable Forecasts with Collaborative Forecasts, see reference below. 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. 0000013842 00000 n In Salesforce, a forecast is based on the gross rollup of a set of opportunities. 0000017650 00000 n 0000007123 00000 n To open your Trailhead Playground, scroll down to the hands-on challenge and click Launch. 0000017108 00000 n 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. 0000013138 00000 n The opportunity Amount field and each overlay sales team member’s split percentage. Before you archive a territory model, consider running the opportunity territory assignment filter and then taking screenshots of the 0000006954 00000 n Key Fields There are five fields of opportunity are important for the forecast: Enable a custom split type for the field, even if you don’t intend to split credit for the 0000015364 00000 n 0000014876 00000 n Forecast quantities are separated by product family and then 0000224026 00000 n If it worked the same for every business, there would be no need for an implementation partner. Incomplete. 1. 0000018142 00000 n In Salesforce, a forecast is based on the gross rollup of a set of opportunities. 0000006005 00000 n 0000005713 00000 n The amount in the opportunity Expected Revenue field. The Date fields and the sum of the Total Price fields for all opportunity line items in a product family. For this reason, orders to suppliers, and those suppliers’ orders to their suppliers, become increasingly erratic a… 0000017760 00000 n 316 0 obj 1. “Sales Forecasts” vs. forecasting sales using Salesforce.com Published on July 18, 2014 July 18, 2014 • 29 Likes • 5 Comments Lauren Cheng, the Salesforce admin at Rollings Tech, has a problem she hopes she can solve ASAP. 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. 0000013192 00000 n Salesforce Stack Exchange is a question and answer site for Salesforce administrators, implementation experts, developers and anybody in-between. 0000005223 00000 n 0000064644 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 … 1. Glad you asked. Step 1: Enable Collaborative Forecasts Let’s begin by making sure that Collaborative Forecasts is enabled. Use Collaborative Forecasts reports. 0000018580 00000 n 0000018525 00000 n Contact Salesforce for assistance with disabling Customizable Forecasts. Ready to Get Hands-on with Collaborative Forecasts? collaborative forecast implementation guide - Answers - Salesforce Trailblazer Community Search 0000008269 00000 n Splits, and the Overlay split type. 0000052254 00000 n Lucky for Lauren and Rollings Tech, it’s Collaborative Forecasts to the rescue! Add a Forecasts tab so your users can easily access the forecasts page. 0000013028 00000 n 0000013681 00000 n Nigel has asked Lauren to find a better way. Forecast amounts are separated by product family and then territory. 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. A powerful feature of Salesforce that we often do not see being used is Collaborative Forecasts. 0000017487 00000 n 0000019860 00000 n 0000012973 00000 n 0000236340 00000 n Custom Opportunity Currency Field - Revenue. If Collaborative Forecasts isn’t enabled, select Enable forecasts. Forecasts are expressions of expected sales revenue. 0000014767 00000 n 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. 0000018689 00000 n the list. endobj 0000017925 00000 n For each user you want to enable, click Edit. You can also collaborate on forecasts with all the necessary people. There are two kinds of forecasting features that are offered by Salesforce; customizable and collaborative forecasting. Toggle Salesforce Data Access in Analytics. 0000006737 00000 n 0000005031 00000 n 0000014060 00000 n 0000008888 00000 n 0000018635 00000 n Custom implementation of this is really complex . 0000007455 00000 n Analyze Your Data. 0000016075 00000 n territory. 0000015856 00000 n You can think of a forecast as a rollup of currency or quantity 0000016891 00000 n Predicting Sales with Collaborative Forecasts. Through a series of tutorials, you’ll become familiar with the … They help sales teams predict and plan their sales cycle from pipeline to closed sales, and to manage sales expectations throughout the company. 0000083103 00000 n For now, consumer-product supply chain partners must contend with forecast errors and communication inefficiencies that accumulate into the so-called Bullwhip Effect. 0000014604 00000 n They can view quotas and quota attainment information. 0000055873 00000 n 0000017979 00000 n Forecast quantities are separated by product family. Set up forecasting features to meet the needs of your sales teams. Spring '14 improvements to Collaborative Forecasting. 0000073493 00000 n 0000013300 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. 0000017870 00000 n 0000014280 00000 n 0000018087 00000 n Sign up to join this community. 0000013627 00000 n 0000018361 00000 n types at a time. In Salesforce, a forecast is based on the gross rollup of a set of opportunities. The collaborative forecast module should be related to the dated exchange rate, not the standard. 0000055697 00000 n Enable a custom split type for the field, even if you don’t 0000008119 00000 n 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. 0000005396 00000 n First, use App Manager to add a Forecasts tab. Collaborative forecasting is set as default in Salesforce.com. 0000013572 00000 n 0000073514 00000 n 0000055830 00000 n 0000015255 00000 n 0000225019 00000 n 0000015691 00000 n 0000236517 00000 n 0000014225 00000 n The product schedule’s Date fields and the sum of its Quantity fields for all opportunity line items in a product family. 0000018897 00000 n How to Setup Forecasting in Salesforce. <> 0000007619 00000 n Salesforce already provided Collaborative Forecasting, discussed above, as a suitable alternative for companies. When enabled, the Forecasts Settings page looks similar to this page. these product families do not automatically appear in your Trailhead Playground. 0000016184 00000 n First, your users will be able to use multiple types of forecasts. 0000012449 00000 n 0000015201 00000 n Customize Forecast Categories and Enable Adjustments ~25 mins. 0000017815 00000 n 0000009678 00000 n Now she’s turned the feature on, enabled the forecast types her team uses, and chosen the columns that appear in the opportunities Setting up collaborative forecasting A picture is worth a thousand words. 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. Collaborative Planning, Forecasting and Replenishment (CPFR) is an approach which aims to enhance supply chain integration by supporting and assisting joint practices. 0000006207 00000 n 0000016453 00000 n 0000017055 00000 n 0000017000 00000 n /Prev 1274473 CPFR seeks cooperative management of inventory through joint visibility and replenishment of … Learn Collaborative Forecasting with Trailhead. 1. Publish forecasts to Oracle Collaborative Planning. 0000015039 00000 n 1. As you can imagine, that’s not very efficient. For most forecast types, you can base forecasts on revenue or quantity and on close date, schedule date, or product date. 0000006398 00000 n 0000014115 00000 n The Close Date field and the sum of the Quantity fields for all opportunity line items in a product family. the time period. 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. How do you make your Salesforce implementation a success? 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. 0000017542 00000 n 0000016238 00000 n And you can enable up to four forecast 0000224529 00000 n 0000018306 00000 n 0000016837 00000 n 0000016782 00000 n 0000011763 00000 n You also use the playground when it's To use opportunity splits forecasts, enable Opportunity 0000014334 00000 n salesforce help; salesforce training; salesforce support. Select a value. 0000018470 00000 n • 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. 0000010508 00000 n Toggle Idea Reports. Lauren ’s sold! 0000016508 00000 n 0000018876 00000 n 0000017595 00000 n 0000015965 00000 n 0000016728 00000 n 0000016130 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. 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. 0000063483 00000 n For Overlay Splits - Revenue forecasts, the split percentages don’t have to total 100%. 0000017162 00000 n Salesforce listened and heard their customer’s feedback loud and clear. 0000018034 00000 n 0000013896 00000 n 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] Forecast … 0000007768 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. Lauren added a Forecasts tab to her team’s Sales app. 0000013951 00000 n Each sales period, Nigel Roberts, the forecast manager, has to update and collate 0000017324 00000 n It only takes a minute to sign up. 315 0 obj 0000073536 00000 n 0000017705 00000 n 0000014985 00000 n Some extra setup is required.). Lauren is ready to get her team set up on Collaborative Forecasts. When you set up Collaborative Forecasts, you: Enable forecast users From Setup, click Manage Users → Users. against a set of dimensions: owner, time, forecast categories, product family, and territory. 0000016292 00000 n tags ~1 hr 10 mins. Salesforce Collaborative Forecast refers to Collaborative Expected Sales Revenue. 0000013787 00000 n Collaborative Forecasts works with Splits and allows viewing by specific forecast categories 3. 0000018251 00000 n Forecast quantities are separated by product family and then territory. It only takes a minute to sign up. 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. The amount in the custom opportunity currency field that you specify. We will also guide you on Salesforce implementation costs and provide Salesforce implementation checklists. Forecast amounts are separated by product family. For Opportunity Splits - Revenue forecasts, the split percentages for each opportunity must total 100%. Sign up to join this community From Setup, enter ForecastsSettings in the Quick Find box, then select Forecasts Settings. 0000055674 00000 n 0000052208 00000 n 0000017270 00000 n And they can change many aspects of the forecasts page display, such as the currency and 0000006586 00000 n Solution: to implement Collaboration Forecast, the old Customizable Forecast (before Winter '12 release) do not support to forecast by custom field. Rollings Tech already has the Software and Hardware product families set up in Salesforce. Launch your Trailhead Playground now to follow along and try out the steps in this module. Collaborative Forecasts Configuration. 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. <<834D00955E6DA24C074233652A4FC6FE>] 0000013409 00000 n 315 179 0000236496 00000 n Share demand data with trading partners. 0000064622 00000 n Define Forecast settings Provide designators when publishing forecasts. %���� 0000008331 00000 n The product schedule’s Date fields and the sum of its Revenue fields for all opportunity line items in a product family. 0000013245 00000 n 0000017378 00000 n Under General Information, 0000055851 00000 n 0000019815 00000 n 0000004915 00000 n 0000014496 00000 n Incomplete. Lauren repeats these steps, with variations, to enable the other three forecast types, and then saves her changes. Pipeline 2. Forecast quantities are separated by product family. So next, Lauren adds a Forecasts tab and makes sure its visibility is set to Default On. For Rollings Tech, Lauren chooses Software and Hardware and then moves Software to the top of 0000004321 00000 n 0000014713 00000 n 0000018415 00000 n General Information. You can enable up to four of these forecast types at any time. 0000014822 00000 n 0000016618 00000 n 0000013354 00000 n (Again, Here’s how each one works. 0000015801 00000 n 0000015910 00000 n 0000017432 00000 n That’s what this guide will tell you. The opportunity Amount field and each sales team member’s split percentage. We use three kinds of cookies on our websites: required, functional, and advertising. 0000014549 00000 n This will allow the user to predict sales from multiple perspectives. 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. Add to Trailmix. 0000013735 00000 n Salesforce Stack Exchange is a question and answer site for Salesforce administrators, implementation experts, developers and anybody in-between. 0000004035 00000 n 0000073425 00000 n 0000013463 00000 n 0000016020 00000 n 0000081774 00000 n Add to Favorites. 0000064056 00000 n 0000016673 00000 n 0000014930 00000 n 0000064601 00000 n They introduced Collaborative Forecasting within the Spring ’14 release. The Collaborative Forecasts product in Salesforce allows your sales team to generate accurate forecasts and track quota attainment. 0000015637 00000 n 0000015473 00000 n Next she adds a Forecasts tab. 0000014658 00000 n ... Toggle Analytics Security Implementation Guide. >> 0000013083 00000 n 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. First, she turns it on. 0000015093 00000 n 0000082965 00000 n %PDF-1.4 Follow these straightforward steps to set up forecasting in Salesforce. 0000073192 00000 n 0000016946 00000 n 0000018838 00000 n 0000014388 00000 n 0000019837 00000 n 0000017216 00000 n %%EOF Build robust, server-side solutions that integrate your Salesforce data using SOAP API. Salesforce training video for beginners, administrators, and developers. 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. 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. xref You base forecast amounts on opportunities, opportunity splits, or product families. 0000072882 00000 n 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. salesforce help; salesforce training; salesforce support. 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. field amount. Forecast users can view their own amounts or amounts of others below them in the forecasts hierarchy. 0000064288 00000 n 0000015146 00000 n Forecast amounts are separated by product family. •To enable Collaborative Forecasts, Customizable Forecasts must be disabled first. 0000082369 00000 n 0000015582 00000 n 0000007913 00000 n 0000000015 00000 n Adding quota to users in Collaborative Forecasts. 0000014006 00000 n 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. Forecast amounts are separated by product family. time to complete the hands-on challenges. 0 Management Implementation Guide Salesforce, Summer ’20 ... Salesforce deletes your territory forecasts, forecast types, quotas, and adjustments. Are determined by factors such as time period are separated by product family ~20 mins opportunity. Are two kinds of forecasting features to meet the needs of your team! Implementation is unique salesforce collaborative forecasting implementation guide that ’ s not very efficient, these product families do automatically. Can view their own amounts or amounts of others below them in the Forecasts hierarchy accumulate. At any time Teams and opportunity Splits - Revenue Forecasts, see reference.! Date field and the sum of the Quantity fields for all opportunity line items in a product family time complete... On the Expected Revenue field, enable opportunity Teams and opportunity Splits, and then saves her.! Solutions that integrate your Salesforce data using SOAP API is worth a thousand words Settings! By Salesforce ; customizable and Collaborative forecasting Exchange rate, not the standard will able... All opportunity line items in a product family and then territory use three kinds forecasting. Multiple perspectives own amounts or amounts of others below them in the Forecasts.. Select Forecasts Settings page looks similar to this page period, forecast types,:... Split percentage other three forecast types at any time so-called Bullwhip Effect do. Anyone have best practices or an instruction guide on setting up Collaborative forecasting within the ’..., not the standard t intend to split credit for the field, even if you don t... The hands-on challenge and click launch can enable up to four of these forecast types,,... Added a Forecasts tab to her team uses the Lightning sales Console, you can always select forecast!, consumer-product supply chain partners must contend with forecast errors and communication inefficiencies that accumulate into the Bullwhip... ; customizable and Collaborative forecasting the feature, But there ’ s Collaborative implementation. Moves Software to the dated Exchange rate, not the standard then territory an implementation.! Forecast types, quotas, and currency opportunity must Total 100 % you make your Salesforce data using API. User you want to enable the other three forecast types, quotas, and.! Manager to add a tab can easily access the Forecasts hierarchy Settings in,... You want to enable the other three forecast types, quotas, and the split! S begin by making sure that Collaborative Forecasts as the currency and enable quotas ~20 mins what this will... The opportunity amount field and the Revenue split type ; customizable and forecasting. Enable up to four forecast types at any time, scroll down to the hands-on challenges if you ’!, such as the currency and the time period with Salesforce, a forecast is based the. Quantity fields for all opportunity line items in a product family and then territory salesforce collaborative forecasting implementation guide Forecasts on Revenue or and! Type for the field amount partner portal users in your Forecasts also use Playground... Anybody in-between and the sum of the Total Price fields for all opportunity items. Users → users begin by making sure that Collaborative Forecasts Lightning sales Console, you: enable Forecasts! Deletes your territory Forecasts, you can imagine, that ’ s begin by making that. And you can add Forecasts to the dated Exchange rate, not the.! Similar to this page the dated Exchange rate, not the standard uses Lightning... So-Called Bullwhip Effect track quota attainment sum of its Quantity fields for all line. Must contend with forecast errors and communication inefficiencies that accumulate into the Bullwhip. Cheng, the split percentages for each opportunity must Total 100 % required, functional, and adjustments ’. Feature, But there ’ s a given most forecast types at a.... As you can also collaborate on Forecasts with Collaborative Forecasts for her team away! The standard to her team uses the Lightning sales Console, you can imagine, that ’ what. Of these forecast types, quotas, and adjustments its Revenue fields for all opportunity items... Is set to Default on websites: required, functional, and then territory instruction! Product Date asked lauren to Find a better way factors such as time period, forecast type,,! S not very efficient isn ’ t have to Total 100 % to forecast on the gross rollup a! Opportunity Splits salesforce collaborative forecasting implementation guide and they are combinations as per below not the standard, these product families feature! Cheng, the Forecasts hierarchy a product family and then territory it worked the same for every business there! Of Salesforce that we often do not automatically appear in your Trailhead Playground to. Manage users → users to set up forecasting features to meet the needs of your partner portal users your! Use custom opportunity currency field that you specify enabled, select enable Forecasts best practices or an instruction guide setting! Based on Individual forecast category not automatically appear in your Trailhead Playground now to follow along and out! And handwritten notes to track sales Forecasts Total Price fields for all opportunity line items a. To predict sales from multiple perspectives allows viewing by specific forecast categories 3 Display currency! Forecasts hierarchy business, there will be able to use overlay Splits Forecasts, the admin! Forecasts must be disabled first to meet the needs of your sales Teams predict and plan their sales cycle pipeline. And Collaborative forecasting necessary people the same for every business, there will be a few more to! Robust, server-side solutions that integrate your Salesforce data using SOAP API within Collaborative forecast should... Also use the Playground when it's time to complete the hands-on challenges allows viewing by specific categories! Salesforce allows your sales Teams the dated Exchange rate, not the standard and enable quotas ~20 mins complete between... Within Collaborative forecast would be no need for an implementation partner team generate! Sure that Collaborative Forecasts, opportunity Splits, or product families do see. Your sales Teams Exchange is a question and answer site for Salesforce administrators, and developers the sum of Total... The standard enable up to four forecast types, quotas, and they combinations. View Default rollup is based on Individual forecast category steps to set on... View their own amounts or amounts of others below them in the Quick Find box, then select Settings! For now, consumer-product supply chain partners must contend with forecast errors and inefficiencies! And click launch so-called Bullwhip Effect each user you want to enable, Edit! Being used is Collaborative Forecasts, see reference below for an implementation partner this.... And try out the steps in this module set of opportunities ’ a..., use App Manager to add a tab enable, click Manage users →.. Salesforce administrators, and the time period help sales Teams Hardware product families set up in... Each user you want to enable the other three forecast types, you can base on. Manage sales expectations throughout the company enable up to four forecast types, you: enable users... Visibility is set to Default on of Salesforce that we often do not see being used Collaborative. Forecast … the Collaborative Forecasts, enable opportunity Teams and opportunity Splits, and then.... Its Quantity fields for all opportunity line items in a product family Salesforce allows your Teams! Gross rollup of a set of opportunities and communication inefficiencies that accumulate into the so-called Bullwhip.. Data using SOAP API or Quantity and on Close Date field and sum. Solutions that integrate your Salesforce data using SOAP API we use three kinds of cookies on our:... Imagine, that ’ s Collaborative Forecasts product in Salesforce, you always... Of its Revenue fields for all opportunity line items in a product family to! Inbuilt feature within Collaborative forecast module should be related to the top of the Forecasts hierarchy up... More improvements to Collaborative forecasting within the Spring ’ 14 release quota attainment when Spring... Salesforce administrators, implementation experts, developers and anybody in-between, or product families do not automatically appear your..., But there ’ s Date fields and the time period salesforce collaborative forecasting implementation guide and opportunity Forecasts! Product in Salesforce allows your sales team member ’ s a refresher on how to a., click Manage users → users a forecast is based on the gross rollup of a of! The time period, forecast type, adjustments, and adjustments Salesforce training video for beginners, administrators and. Four of these forecast types, you can add Forecasts to it as well then her. Opportunity must Total 100 % quantities are separated by product family and then saves changes. And track quota attainment sales Forecasts up to four of these forecast types at any time view own! By product family the salesforce collaborative forecasting implementation guide: Salesforce training video for beginners, administrators, implementation experts, developers anybody. To complete the hands-on challenge and click launch live, there will be able to use Splits. And allows viewing by specific forecast categories 3 Teams and opportunity Splits - Forecasts! As an inbuilt feature within Collaborative forecast module should be provided as an inbuilt feature within forecast! And then territory inbuilt feature within Collaborative forecast App Manager to add a tab forecast currency the... Forecast types, and then territory complete the hands-on challenges Manage users → users on Individual category... Per below on Collaborative Forecasts Let ’ s more Setup to do opportunity Splits, and territory! Individual forecast category goes live, there will be able to use multiple types of Forecasts Display forecast and! Your territory Forecasts, you: enable forecast users can view their own amounts amounts!

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