Creating a Forecast Curve Calculation

Note:

Ensure your administrator has set up Forecast Curve Calculations on your organization before creating an opportunity forecast curve.

To create a services forecast curve calculation:

  1. If you are creating a forecast curve calculation for an opportunity, select the Is Services Opportunity field on the Opportunity record.
  2. On Forecast Curves tab, click New.
  3. Complete the fields described for Forecast Curve Fields.
  4. Click New Forecast Curve Detail to add a Forecast Detail Curve record.
  5. Complete the fields described for Forecast Curve Detail Fields.

Related Concepts

Services Forecasts

Services Forecasting Overview

Services Forecasts Overrides Overview

Enhanced Services Forecasting Overview

Related Tasks

Setting up Services Forecasting

Reference

Forecast Calculation Fields

Forecast Curve Fields

Forecast Curve Detail Fields

Forecast Detail Fields

Forecast Settings

Forecasts Settings

Forecast Summary Fields

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