Customisable Forecasting allows you to forecast:

• Weekly
• Monthly
• Quarterly

Weekly or Monthly

Which of these can you forecast on?

• Revenue
• Quaniity
• Product Family

All of these.

Define Forecast.

Revenue projection of aggregates of individual opportunities.

Forecasts must be expressed in dollar amounts or units of product.

True or False?

False

Forecasts may be expressed in dollar amounts or units of product, or both.

Can a forecase manager override the forecast of their their direct reports' direct reports?

No.

A forecast manager can only override the forecasts of their direct reports.

What part does Expected Revenue play in forecasting?

No part.  Amount, not Expected revenue, rolls up in forecasting. 

Opportunity Probability is NOT reflected in the forecast.

True or False?

True

Forecast Category determines what aggregate summaries the opportunity will be included in.

True or False?

True

What is the effect of submitting a forecast?

• Takes a snapshot of a forecast
• Forecast is timestamped
• Forecast is stored in the Forecast History table
• Available for reporting in the Forecast History Report

Users can only override forecasts on individual opportunities.

True or false?

False.

Users may override either an individual opportunity, or the aggregate summary.

What fields can a user override on Opportunity?

• Stage
• Amount
• Forecast Category
• Close date
• Probability

• Stage
• Forecast Category
• Close date

What is the effect of enabling Customisable Forecasting?

Users can now view the Forecasts Tab and submit forecasts.

Put the following steps for setting up  Customisable forecasting into the correct order:

• Set up Forecast Hierarchy
• Define Fiscal Year
• Set Profile Permissions
• Set Forecast settings
• Enable Customisable Forecasting

1. Enable Customisable Forecasting
2. Define Fiscal Year
3. Set Forecast settings
4. Set up Forecast Hierarchy
5. Set Profile Permissions

Is forecast hierarchy the same as Role Hierarchy?

No.

Forecast hierarchy is separate from the role hierarchy.

Forecast hierarchy is based on the role hierarchy, or on te territory heirarchy if Territories are enabled.

What does the 'Edit Personal Quota' permission  allow?

• Allows users to enter their own quotas
• Allows users to edit their forecast aggregates on the summaries tab
• Allows users to override their own forecasts
• Allow users to override the forecasts of those who report directly to them

1. Allows users to enter their own quotas
2. Allows users to edit their forecast aggregates on the summaries tab

What Forecast categories are included in the Best Case forecast summary?

• Closed
• Commit
• Best Case 
• Pipeline

• Closed
• Commit
• Best Case 

What Forecast categories are included in the Commit forecast summary?

1. Closed
2. Commit
3. Best Case 
4. Pipeline

1. Closed
2. Commit