Salesforce: Forecast Ranges and Quotas

[@theglobetrotter7647]

I was really struggling to understand forecasts and was looking for some helpful tutorial on youtube. Thankfully, I stumbled upon your playlist and now I feel a lot at ease with my understanding of forecasts! Thanks Yousif!

[@karanagrawal7234]

Hey
Thanks for the explanation! But a suggestion - it is challenging to see clearly on your screen because of the font size. You can try zooming in while recording.

[@CraftingClouds]

thank you for the suggestion! will take that into consideration next time.

[@romimadia6467]

How do you change the columns from dollars to numbers? we do not sell by revenue, but by widget

[@CraftingClouds]

Hi! You could base your forecast type off of a Quantity field which reflects the # of widgets you sell.

[@nicolamitcham5986]

Hi what about where you’re a sales team manager and you have a personal quota and your teams quotas , can you see your personal attainment against your quota and your teams quotas + yours and the team attainment to date against it, is that possible to achieve ?
Thanks for the video!

[@CraftingClouds]

unfortunately this is not possible OOB unless you go custom. This has been submitted to salesforce on Feb 27, 2024: ideas.salesforce.com/s/idea/a0B8W00000QNgFwUAL/tracking-of-managers-individual-quotas

[@nicolamitcham5986]

@@CraftingClouds thanks for your reply !

[@dragipeco2801]

Thank you!

[@BasedTeeth]

Good video!