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520  Points
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"Evaluate this account against territory rules on save" in Lightning Experience

It would be very useful to have the ability to have the option "Evaluate this account against territory rules on save" working in lilghtning experience. Today users have to switch to classic to do this, even if the option is checked by… Show more

18 comments · 1 year ago

170  Points
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Enable Forecast Submit in Collaborative Forecasting

In our effort to move to Collaborative Forecasting we need to track when users have or have not submitted their forecast.  Can this feature be added to Collaborative Forecasting?

6 comments · 2 years ago

10  Points
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Customizable Forecasting

Please add the ability to customize your forecasting in Salesforce. Support told me that I have Collaborative Forecasting and not Customizable Forecasting and once I have this, then it is not possible to revert back to Customizable Forecasting.  We… Show more

0 comments · 5 days ago

10  Points
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Setup or Select default forecast type when accessing Collaborative forecast page

It would be a good function to setup a default forecast type in order for the users to see forecast information once they access the forecast tab initially according to the forecast type selected as default or what is most likely used.

0 comments · 5 days ago

10  Points
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Forecast on custom curreny field as revenue

Currently only forecasting on Amount is possible. Would be nice to have forecasting on a custom currency field as a revenue forecasting. Also it isn't possible to have several revenue forecast streams as you have a one time revenue and a… Show more

0 comments · 10 days ago

120  Points
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Forecasts Quotas by Year, Quarter, and Month

In collaborative Forecasts there should be an easy switch button option that allows the Quotas to display either by Year, Quarter, or Month OR all of them within one display screen. The user should be able to easily toggle back in forth within the… Show more

3 comments · 2 years ago

30  Points
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Provide standard forecasting report type for Collaborative Forecasts

currently, we need to create a custom report type for Collaborative Forecasts. Please provide standard report type as it was available under customizable forecasting.

0 comments · 3 months ago

90  Points
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Target vs Actual with Quotas and Scheduled Revenue

Having the ability to have both Forecasting Quotas and Product Schedule Revenue on a report to show the Target vs Actual report. As of now, getting them on the same report and grouping columns by Schedule Date clubs the Quota and grouping columns by… Show more

0 comments · 1 month ago

40  Points
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Report Territory Information in Order Report

It is currently not possible to create a report (or even a report type) that can show sales (orders) with information on the territories assigned to the account. E.g. I would like to create a chart that shows orderes by territory. Right now this is… Show more

0 comments · 1 month ago

50  Points
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Allow Users who manage Territory Module to run the territory rules :

To run the account assignment rules a user needs to have the “Customize Application" permission which provides full access to configure Salesforce. But the user who is managing the sales territories and writing the account assignment rules may… Show more

0 comments · 1 month ago

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