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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.

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Latest Comment from Salesforce

Mike Wey - 2 months ago

Hi Community, this idea is resurfaced and is included in the next cycle of IdeaExchange Prioritization from Jan. 18 - Feb. 1. It would enable additional Forecast Category on the Opportunity object, and allow editing of Forecast Category labels. This Forecast Category would be included in Forecasting rollups. Help us determine if we should prioritize this feature over others on our product roadmap as we begin planning for Winter '22 and beyond. Click the Prioritization tab above or visit https://sfdc.co/Prioritization

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John Pollard - 2 months ago

This is too-little-too-late. The Forecast tab needs expanded functionality way beyond this. The current limitation of three customizable forecast types is the thing that kills the forecast tab for all but the most basic of sales models. Do not waste time on this idea without a full overhaul of the forecast tab's features.

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Guido Seynhaeve - 2 months ago

These are not the urgent items in salesforce. If I understand well you have 5 status that you can change of name.......(Omitted, Pipleine, Best Case, Commit, Closed)

CPQ Drag & Drop Ability on Line Items is must more needed urgently. You are forced to present a quote to a client with a nonsensical order of lines or you start over from scratch.! With making quotes you can earn your money to pay back SF.....
All the rest are features to make easier and can wait.

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Brenda Corona - 2 months ago

We would like to see even more flexibility in customizing Forecast. But this could be a great start.
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Jennifer Dietrich - 2 months ago

I am not sure if the abiilty to change the labels is worth doing unless it is a piece of a bigger plan to improve the forecasting. How many Sales cloud orgs are using these fields? Of those using are they using them as marked out of the box or something else? Is therea a common theme amoung those for who this works for, does not work for?

As a former account manager and as sales team leader who loved to apply data and logic in sales and production forecasting for transactional and project based business layered in of indirect and direct channel levels existing out of the box solution might need more than just the ability to change the labels.

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Andrew Nelson - 2 months ago

Fantastic to finally see this is happening.

very worrying to see that of 10 Ideas on the release, at a mere 11 years old this is actually the 4th youngest!.
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TAMIE LEBAR - 2 months ago

So great to finally see some movement on the Forecast object... PLEASE dont let this object fall farther behind. 100% agre with comments from Nick Keates. Let's ensure Salesforce continues to focus on sales and forecasting improvements... there's truly no point in using Salesforce for oppty mgmt if we cant easily get the forecast insight.

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Mike Wey - 2 months ago

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Jack Michel - 3 months ago

Thank you Mike. That is exactly what I was looking for.
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Nick Keates - 3 months ago

Sorry to see this has again been deprecated in favour of high level "easier" features. I think the voting model is flawed in that it's only based on total numbers of votes by the looks of things. It therefore stands to reason that ideas that are used by more people and who may be less "involved" will always get a higher vote. This means our needs here will always be below the mark for winning.

I may be wrong on the voting model, but given SF's roots, you'd think that a real value function for CRM and the true science of sales such as forecasts would have a weighting here.
Printing dashboards for example is nice, but why not use reports for that or even dare I say it, Office 365 data connections.

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Mike Wey - 3 months ago

Thanks Jack, Nicola, and Eric. There is another idea with the use case you described: https://trailblazer.salesforce.com/ideaView?id=08730000000iCrvAAE

Please have vote on that idea.
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Jack Michel - 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

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Nicola Mitcham - 3 months ago

We have the exact same requirement as Eric Brigger - 2 months ago

To 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?

Add the abilty to forecast by opportunity type while you're at it.

Can't forecast by Renewal, Expansion or New Business for SaaS based companies. Very surprised this isn't available, so customers have to use other tools such as Clari to forecast accurately.

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Mike Wey - 3 months ago

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!

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Gavin Sargeant - 4 months ago

Deinitely need an option between Commit and Best Case - we have to supply a single forecast number each week to Finance for them to be able to forecast Revenue. Our workarounds (check boxes on opps) are not sustainable with the volume of opportunities that we have coming in and also means we can't see it on the Forecast object, so Forecast object is almost unuseable for us :(