| A forecast summary from a specific user’s perspective. |
Create a Forecasting Item report, and add a filter using Owner: Full Name. Filter
by the person’s name. |
| A forecast summary from a specific territory’s perspective. |
Create a Forecasting Item or Forecasting Quotas report, and add a filter using
Territory: Label. Filter by the territory’s name.
Forecasting Item and Forecasting
Quotas reports don’t include territory-based forecasts in either of these
situations.
- You select the My direct reports’ forecasting items or
My direct reports’ forecasting quotas filter.
- Both role-based and territory-based forecast types are enabled, and you select
the All forecasting items or All forecasting
quotas filter.
|
| The sum of a person’s revenue opportunities, without adjustments. |
Include Owner Only Amount in your Forecasting Item report. For example, if you
own two opportunities, each worth $10,000, the Owner Only Amount is $20,000. To view the same information for quantity (for role-based
forecasts only), add Owner Only Quantity to the report. |
| The sum of a person’s owned revenue opportunities and the person’s subordinates’
opportunities, without adjustments. Subordinates include everyone reporting up to a
person in the forecast hierarchy. This amount is visible only on reports. |
Include Amount Without Adjustments in your Forecasting Item report. For example,
if the sum of the amount of all opportunities that you own is $20,000, and the sum of
the amount of your subordinates’ opportunities is $55,000, the Amount Without
Adjustments is $75,000. To view the same information for quantity (for role-based
forecasts only), add Quantity Without Adjustments to the report. |
| The forecast number as seen by the forecast owner. This number is the sum of the
owner’s revenue opportunities and the owner’s subordinates’ opportunities, including
adjustments made by the forecast owner on the owner’s or subordinates’ forecasts. It
doesn’t include adjustments made by forecast managers above the owner in the forecast
hierarchy. |
Include Amount Without Manager Adjustments in your Forecasting Item report. For
example, Anne has an Amount Without Adjustments of $75,000, made up of $20,000 of her
own opportunities and $55,000 of opportunities owned by Ben, her subordinate. She
adjusts Ben’s amount to $65,000 for a total of $85,000. If you adjust Anne’s number
from $85,000 to $100,000, you see $85,000 in Amount Without Manager Adjustments
because that’s the amount Anne sees. Anne can’t see your adjustments because you’re
her manager. To see the amount that includes your adjustment to $100,000, look at
Forecast Amount. To view the same information for quantity (for role-based forecasts
only), add Quantity Without Manager Adjustments to the report. |
| The revenue forecast from the forecast manager’s perspective and the sum of the
owner’s and subordinates’ opportunities, including all forecast adjustments. |
Include Forecast Amount in your Forecasting Item report. For example, you’re a
forecast manager and have another forecast manager reporting to you who has an Amount
Without Manager Adjustment totaling $85,000. If you adjust the forecast to $100,000,
the Forecast Amount is $100,000. To view the same information for quantity (for
role-based forecasts only), add Forecast Quantity to the report. |
| Whose forecasts have adjustments made to them. |
Include Has Adjustment in your Forecasting Item report. For example, if you make a manager adjustment to one of
your subordinate’s forecasts, this checkbox is selected. If your subordinate adjusts
one of their subordinate’s forecasts, this checkbox is selected. However, unless you
have the View All Data permission, if your forecast manager adjusts your forecast,
this checkbox remains deselected. You don’t have access to your forecast manager’s
adjustment information. Also add Has Owner Adjustment. If forecast users adjust their own forecasts, this
checkbox is selected. |
| Quota detail for your forecasts. |
Create a Forecasting Quotas report. For example, depending on how your Salesforce
admin set up the report type, you can include fields, such as the full name of the
quota owner and territory. Then you can filter by your own name to see quotas that you
created and their related accounts, owners, and territories. |
| How forecasts today compare with earlier forecasts. |
Create a Forecast with Historical Trending report, and then compare the value of
the Forecast Amount field at the beginning of the month with its value at the end of
the month, sorted by owner. To create the report, switch to Salesforce Classic. You
can run the report in Lightning Experience and Salesforce Classic. |
| Results for your direct reports only. |
When creating a forecasting report, choose My Direct
Reports’
<item name> from the Show Me (Lightning Experience) or
Show (Salesforce Classic) menu. The report shows results only for role-based forecast
types.
|
| Which type of forecast the results are from. |
Refer to the Forecasting Type: API Name field in the report results. This field
is included in the default page layout for Forecasting Item and Forecasting Quota
reports. |