Collaborative Forecasting in Lightning

Рет қаралды 14,411

Күн бұрын

This video is for anyone who wants to learn and get started on Collaborative Forecasting, or if you are planning on taking Advanced Admin or Sales Cloud Certification.
Resources:
Documentation : resources.docs.salesforce.com/...
Quota Load : help.salesforce.com/articleVi...
Had some editing issues, please let me know if you have any questions in the comment.

Пікірлер: 20

@nigelc.2686 5 жыл бұрын

Great job. Love the pace how you explain things. Thank you very much

@courtneymcguire2189 4 жыл бұрын

I have to agree with this Nigel on this one. Loved the pace and the information is what I was really looking for. Thanks Pratima.

@AddixxTM 4 жыл бұрын

this is fantastic.. need a quick overview as hadnt used forecast in a while. Thanks Pratima :)

@AnuragSingh-tz1wr 5 жыл бұрын

Thanks Pratima. This was very helpful.

@sercx5 4 жыл бұрын

Great presentation. Thank you.

@jitinkumar84 4 жыл бұрын

Very Helpful. Thanks for posting this Pratima..

@ibvkirankumar 4 жыл бұрын

Thanks Pratima.explanation is very neat and clear cut...

@AndrejLittle 5 жыл бұрын

Awesome informative video

@Stef_2022 3 жыл бұрын

thanks, you did really great summary

@Dhruvak333 3 жыл бұрын

nice video. thank you... keep posting.

@AnindyaHalder525 5 жыл бұрын

Thanks a lot for the video Pratima . I have one question - you said forecast hierarchy is one level deep. So you being Laura's forecast manager were able to view only Laura's opps. If Laura was manager of another user will that role up in Laura's opportunity values ? Or its just the opps where Laura is the owner ?

@AaronDGoldblatt 5 жыл бұрын

Did you ever get this answered or figured this out? This seems pretty silly that SF wouldn't support that.

@zenseeker1376 3 жыл бұрын

Nice explanation. I have entered my Quotas by Quarter for complete Fiscal year. I also verified Sales Team under the manager. Appear all correct. However under my manager Forecasts > Opportunity Revenue screen, I am seeing Quotas for 3rd Quarter only. Not sure why I am not seeing Quota numbers for other Quarters. Any reason for this? Thank you.

@littleJoysOfLife 4 жыл бұрын

How can I remove the decimal values on the forecast?

@pradeepkumar-ms2cd 4 жыл бұрын

Thanks , It is very useful video

@lzpup 4 жыл бұрын

thank you

@beautyofnature1843 3 жыл бұрын

can you plese make a video on setup quota management

@tejendrasada8202 4 жыл бұрын

Thank u

@franciscrump1869 4 жыл бұрын

nice video

@carjackyti Жыл бұрын

can you please speak clearer and slower please, I don't understand you sometimes, when I enabled subtitles it displays'' coda ''when you say ''quota'', please practice this word