Enterprise & Sell

Enterprise & Sell Answers & Best Practices Forecast

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Forecast

Ronnie stanford 9 months ago

How can I get the Probability field to be available in the Forecast report? I tried to add it as a field in Opportunities but was unsuccessful.

0 Raye Clemente 8 months ago

Hi Ronnie,

I was curious about which forecast report you were looking at. Is it possible that you're looking at a dashlet instead of a report? Knowing what you're looking at can help me figure out if we can add the field or not.

Thanks!

-Raye
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0 Ronnie stanford 8 months ago in reply to Raye Clemente

i am in the Forecast Module at the basic level - Worksheets and reports. I am the Admin and Dir of Sales with 6 sales consultants who report to me so it would be helpful to have the Forecast include Probability. Currently this field is not available in the Opportunity but is available in the RLI.
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0 Raye Clemente 8 months ago in reply to Ronnie stanford

Hi Ronnie,

Thanks for clarifying and sorry for the delay.

You're right in that I don't believe you will be able to see this information from the Forecasts module itself. However, I believe you could build your own report to find this information, or alternatively, you can use Focus dashboards to see this information:

I hope this helps! Happy Friday!

-Raye
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