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Peter ReidPeter Reid 

Forecasting

Hi everyone,

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
Best Answer chosen by Peter Reid
Chris CutlipChris Cutlip
You may not need a workflow rule to update the forecast category.  When setting up your opportunity stage fields, you can define what the probability and forecast category for each stage is.  If you place the probability and forecast category fields on the page layout, then users can change the default but, if not placed on the page, they will always be based on the opportunity stage field.  See snapshot.

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All Answers

Chris CutlipChris Cutlip
You may not need a workflow rule to update the forecast category.  When setting up your opportunity stage fields, you can define what the probability and forecast category for each stage is.  If you place the probability and forecast category fields on the page layout, then users can change the default but, if not placed on the page, they will always be based on the opportunity stage field.  See snapshot.

User-added image
This was selected as the best answer
Peter ReidPeter Reid
Alright, I've got it all set up that way so that works then.  I posted the initial question because when I went to the Forecast tab and looked at a user who has been changing the opportunity stages, but no data in $ is pulling up (screenshot).  Where would my user need to be entering or editing info to get data to display here?User-added image
Peter ReidPeter Reid
*Looking at what you said, you're right/I've got it set up as your picture shows, just figuring out getting this all filled in ^
Chris CutlipChris Cutlip
Is the user listed in the forecast hierarchy?  Also, your data above is only showing last 12 months so you're sure the user owns opps in prior months in the various forecast categories, including closed won?

https://help.salesforce.com/articleView?id=000220003&type=1

I haven't done a ton with forecasting so not sure how much I can help.  
Chris CutlipChris Cutlip
Do you have other users with forecast data showing or is this your first time configuring forecasting?  Users have to have the "allow forecasting" field checked on their user account and need to be in forecast hierarchy.
Peter ReidPeter Reid
So I've got the permission checked off on their individual users; user is also the assigned manager in the forecast hierarchy- this particular screenshot is one I set up a few months ago, I know May 2017 there were plenty of opportunities in the pipeline for this user- but again, not sure if they need to be entering those dollar amounts somewhere?
Chris CutlipChris Cutlip
So, when you click on the May forecast line item, it should show you the opportunities below the forecast.  Do you see anything there?  Are you sure all opportunities in user's name have an amount?  

Are there other users that are displaying forecast data and just not this user?
Peter ReidPeter Reid
Fixing up my org since I came on- I see the issue.  The user had been entering amounts, oddly the previous admin made the "amount" field on opportunity hidden to all users except this particular user with his specific profile.  Previous admin even hid the field visibility from sysadmin view, as well as some other factors playing into my issue here.

Sometimes it takes a thread like this to find a dumb completely unrelated problem causing issues haha.  Thanks for your help here.