Forecast Summary Fields

Here is a description of all fields that make up a Forecast Summary record.

Key:
* – Mandatory field.

Field			Description
Category 1-7			The values for the weighted forecast amount categories specified in the Forecast Settings custom setting.
Forecast Calculation			The forecast calculation to which the record belongs.
Group Plan			The group plan for the forecast.
Opportunities Category 1-7			The weighted opportunity amounts entered on the selected Time Period for the region, practice, group, or project. You can customize the category designations to fit your forecasting strategy.
Override Category 1-7			The weighted override amounts entered on the selected Time Period for the region, practice, group, or project. You can customize the category designations to fit your forecasting strategy.
Percent Override Category 1-7			The percent override amounts entered on the selected Time Period for the region, practice, group, or project. You can customize the category designations to fit your forecasting strategy.
Practice Plan			The practice plan for the forecast.
Projects Category 1-7			The weighted project amounts entered on the selected Time Period for the region, practice, group, or project. You can customize the category designations to fit your forecasting strategy.
Region Plan			The region plan for the forecast.
Region			The region, practice, or group for the forecast summary.
Practice
Group
Sublevels Category 1-7			The weighted sub-level amounts entered on the selected Time Period for the region, practice, group, or project. You can customize the category designations to fit your forecasting strategy.

Field

Description

Category 1-7

The values for the weighted forecast amount categories specified in the Forecast Settings custom setting.

Forecast Calculation

The forecast calculation to which the record belongs.

Group Plan

The group plan for the forecast.

Opportunities Category 1-7

The weighted opportunity amounts entered on the selected Time Period for the region, practice, group, or project. You can customize the category designations to fit your forecasting strategy.

Override Category 1-7

The weighted override amounts entered on the selected Time Period for the region, practice, group, or project. You can customize the category designations to fit your forecasting strategy.

Percent Override Category 1-7

The percent override amounts entered on the selected Time Period for the region, practice, group, or project. You can customize the category designations to fit your forecasting strategy.

Practice Plan

The practice plan for the forecast.

Projects Category 1-7

The weighted project amounts entered on the selected Time Period for the region, practice, group, or project. You can customize the category designations to fit your forecasting strategy.

Region Plan

The region plan for the forecast.

Region

The region, practice, or group for the forecast summary.

Practice

Group

Sublevels Category 1-7

The weighted sub-level amounts entered on the selected Time Period for the region, practice, group, or project. You can customize the category designations to fit your forecasting strategy.

Related Concepts

Services Forecasts

Services Forecasting Permissions Overview

Inclusion in Services Forecasting Overview

Services Forecasting Overview

Services Forecasts Overrides Overview

Enhanced Services Forecasting Overview

Related Tasks

Setting up Services Forecasting

Viewing the Services Forecasts Worksheets

Changing the Forecast Time Period

Creating a Forecast Curve Calculation