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Bhargavi TunuguntlaBhargavi Tunuguntla 

Add child Fields in Opportunities subtab on the Forecasts page

Hi Everyone

I have a child object 'Revenue Class' for my opportunity.I want to display the related revenue claases along with the opportunity in opportunity subpage of forecast page.

Is there a way to display the revenue class beside the opportunity?

Thanks.
Chandrashekhar GoudChandrashekhar Goud

Hi Bhargvai

You can create a new forecast page based on related Revenue Class currency field, but you can't create a new forecast page on Revenue class Object.
1. create a formula currency field on opportunity to caluclate related Revenue Class currency.
2. setup/customize/opportunities/opportunity splits/settings
        - create a new split add the recently create currency field.
3.  From Forecast setup create a new Forecast type select the new split.

https://help.salesforce.com/articleView?id=teamselling_opp_splits_enable.htm&type=5
https://help.salesforce.com/articleView?id=teamselling_opp_splits_create_custom_splits.htm&type=5
 
Bhargavi TunuguntlaBhargavi Tunuguntla
Hi chndrashekar,

Thanks for your reply.But my requirement as a follows:

For a single opportunity ,I have multiple revenue classes to display and the amounts in revenue classes together is the opportunity amount . I want to display revenue class name and amount beside the opportunity name in opportunity subpage in forecast page.

Thanks in Advance.
Bhargavi