When you are using forecasting, it pulls in the data based off the forecast category field; my question is, since most reps working opportunities are using the stage field on opportunity, does it make sense to relate the two fields, where if a user selects a certain stage on opportunity, then a workflow could automically update the corresponding value for the forecast category field?
Just seeing how people are using this/best practice. Getting forecasting all set up now
I haven't done a ton with forecasting so not sure how much I can help.
Are there other users that are displaying forecast data and just not this user?
Sometimes it takes a thread like this to find a dumb completely unrelated problem causing issues haha. Thanks for your help here.