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!
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.
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!
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
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!
Thank you!
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.
thank you for the suggestion! will take that into consideration next time.
How do you change the columns from dollars to numbers? we do not sell by revenue, but by widget
Hi! You could base your forecast type off of a Quantity field which reflects the # of widgets you sell.
Good video!
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!
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
@@CraftingClouds thanks for your reply !