Enable Revenue Splits Forecasts or Overlay Splits Forecasts in Collaborative Forecasts
- Make sure that the following are enabled.Collaborative ForecastsTeam Selling and Opportunity SplitsThe revenue opportunity split type or overlay opportunity split type
- Collaborative Forecasts
- Team Selling and Opportunity Splits
- The revenue opportunity split type or overlay opportunity split type
- From Setup, enter Forecasts Settings in the QuickFind box, then select Forecasts Settings.
- Enable up to four forecast types.If you don’t have forecast types enabled, click Add a Forecast Type.If you have at least one forecast type enabled, click Add another forecast type.
- If you don’t have forecast types enabled, click Add a Forecast Type.
- If you have at least one forecast type enabled, click Add another forecast type.
- From the Forecast Type menu, choose Opportunity Revenue Splits orOpportunity Overlay Splits. Revenue is the only forecast measurement available for overlay splits.
- Choose the columns to display in the related opportunities list on the forecasts page for the overlay forecast. To make it easy for forecast users to see the split amounts on each opportunity, include the Split column.
- Click OK, and then save your changes.