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Jim Kennedy
Add Values to Forecast Category
Opportunities & Quotes
We'd like to be able to add/change values to the Forecast Category in the Opportunity field. The curent values (Omitted, Pipleine, Best Case, Commit, Closed) are not sufficient for our needs.
Merge Idea · Flag
Mike Wey - 2 months ago
John Pollard - 2 months ago
Guido Seynhaeve - 2 months ago
Brenda Corona - 2 months ago
Jennifer Dietrich - 2 months ago
Andrew Nelson - 2 months ago
TAMIE LEBAR - 2 months ago
Jack Michel - 3 months ago
Nick Keates - 3 months ago
Mike Wey - 3 months ago
@Nicola Mitcham: I am glad you commented as I missed Eric's comment and we're the same way here at Addigy. Thanks for commenting.
We likely need to get a dedicated idea on this. If I get some free time, I'll look into -- otherwise, let me know if you guys make one. -Jack
Nicola Mitcham - 3 months ago
We have the exact same requirement as Eric Brigger - 2 months agoTo be able to slice/dice/filter the forecast tab by Opp Type, not sure if this should be a seperate idea though to get its own votes?
First, I want to thank the community for filling out a survey on this idea. Your insights were very valuable.
This idea was considered during the September 2020 cycle of Prioritization. The community prioritized other ideas for the upcoming releases ahead of this one, however we will continue to review this idea in future product roadmap discussions. See prioritization winners at https://ideas.salesforce.com/s/winners and learn more about Prioritization and how you can shape Salesforce products via the IdeaExchange at https://ideas.salesforce.com/s/about.Stay safe and happy holidays!
Gavin Sargeant - 4 months ago
Jack Michel - 5 months ago
Help us to keep IdeaExchange clean by pointing out overlapping ideas. We'll investigate your suggestion and merge the ideas if it makes sense.
Thanks for your merge suggestion. We will review it shortly and merge the ideas if applicable.
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