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bharath kumar 52 forecasting adjustments management in salesforce
Hi All,
I am new to forecasting but i have a requirement where i am required to check if the forecasted revenue vs actual revenue from an opportunity and in case the amount is edited and reduced(less than the original opportunity amount) i must be able to maintain the new numbers seperately and the original numbers must not be altered so that we are able to get a complete view of why the sales numbers went down. Please let me know if its possible in standard forecasting or if i have to use a bit of customization with it. If you could detail it in steps that would be of great help to me.
Thanks,
Bharath
I am new to forecasting but i have a requirement where i am required to check if the forecasted revenue vs actual revenue from an opportunity and in case the amount is edited and reduced(less than the original opportunity amount) i must be able to maintain the new numbers seperately and the original numbers must not be altered so that we are able to get a complete view of why the sales numbers went down. Please let me know if its possible in standard forecasting or if i have to use a bit of customization with it. If you could detail it in steps that would be of great help to me.
Thanks,
Bharath
Greetings!
Can you please check the below thread for the reports to check the forecated revenue and actual revenue:
https://success.salesforce.com/answers?id=90630000000hs6gAAA
Kindly let me know if it helps you and close your query by marking it as best answer so that it can help others in the future.
Warm Regards,
Shirisha Pathuri