Salesforce Forecasts + Quotas: Roll Up Forecasts for Forecast Managers
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One of the limitations in Salesforce Forecasting is when a manager views their forecast in the Forecast tab, the totals for their reps do not add up to show them where the team is at against quota. There is a way to work around this by importing Forecasts for the Forecast Manager. This workaround does require you to filter out the manager's quota from showing in forecast reporting, so the amounts are not double counted.
You will learn the following:
Two options for importing manager forecasts
How to create a new Forecast Type
How to import quotas for forecast types
How to filter for specific forecast types in reports
Developer Console Query: Select Id, MasterLabel, developerName from ForecastingType
If you have not setup Forecasts & Quotas in Salesforce yet, check out our videos and articles containing step-by-step instructions on how to quickly setup this awesome tool for your sales teams.
• Blu Tiger Academy Videos:
○ Salesforce Forecasts + Quotas: Initial Setup + Import Quotas - • Salesforce Forecasts + Quotas: Initial Set...
○ Salesforce Forecasts + Quotas: Import Quotas Using Data Loader - • Salesforce Forecasts + Quotas: Import Quot...
○ Salesforce Forecasts + Quotas: Add Calculated Columns to Forecast Page - • Salesforce Forecasts + Quotas: Add Calcula...
○ Salesforce Forecasts & Quotas: Add Custom Data + Reference Data Columns to Forecast Page - • Salesforce Forecasts + Quotas: Add Custom ...
○ Salesforce Forecasts + Quotas: Custom Report Types for Actual vs Quota Reports - • Salesforce Forecasts + Quotas: Custom Repo... - the reports in this video are the reports we modified and added the filters to.
• Blu Ninjas Articles:
○ Salesforce Forecasts + Quotas: Initial Setup + Import Quotas - https://bluninjas.com/how-tos/salesfo...
○ Salesforce Forecasts + Quotas: Import Quotas Using Data Loader - https://bluninjas.com/how-tos/salesfo...
○ Salesforce Forecasts & Quotas: Add Calculated Columns to Forecast Page - https://bluninjas.com/how-tos/salesfo...
○ Salesforce Forecasts & Quotas: Add Custom Data + Reference Data Columns to Forecast Page - https://bluninjas.com/how-tos/salesfo...
○ Salesforce Forecasts + Quotas: Custom Report Types for Actual vs Quota Reports - https://bluninjas.com/how-tos/salesfo...
CHAPTERS:
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0:00 Intro
0:23 Overview of Options for Roll Ups
2:40 Option #1: Add Manager Quotas to Existing Forecast Type
10:26 Option #2: Create 2nd Forecast Type
15:39 Wrap-up
Music:
Songs:
Awayken
Make It Right
Like a Bird
Dirt Rhode
Clessmillah
All Songs By: HATAMITSUNAMI on Epidemic Sound
About the Moderator: Cheryl Fernandes is a certified Salesforce Architect with 12 years of experience working on the Salesforce platform with a focus in the insurance and financial services industries. Despite not having an IT background, Cheryl found herself becoming the accidental admin at her previous company, and it turned out to be a life-changing opportunity.
Fueled by her passion for Salesforce and the remarkable transformations it can bring, Cheryl took a leap of faith 8 years ago and started her own consultancy, Blu Ninjas. As a registered Salesforce partner, she has been providing exceptional services and solutions to clients, while continuously honing her expertise in the Salesforce ecosystem.
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