Identify three true statements regarding auto inclusion of items in a forecast process.

The correct answer is A. revenue items with a close date that falls within the forecast period. A revenue item from an opportunity must have a designated close date that falls within the forecast period to be included in the forecast. Note: A sales forecast for a territory encompasses a time period and sales opportunities that meet defined criteria. Salespeople submit…

Forecasts, Goals, and Approvals

Question

Options

Arevenue items with a close date that falls within the forecast period
Brevenue items that are closed as won
Crevenue items that are closed as lost
Drevenue items with "Always include" enabled, with no override enabled in the forecast
Erevenue items with "Always include" enabled, with override enabled in the forecast

How the community answered

(35 responses)

A
77% (27)
B
3% (1)
C
3% (1)
D
11% (4)
E
6% (2)

Explanation

A revenue item from an opportunity must have a designated close date that falls within the forecast period to be included in the forecast. Note: A sales forecast for a territory encompasses a time period and sales opportunities that meet defined criteria. Salespeople submit their forecasts to their managers, who make any needed changes and in turn submit the forecasts to their managers. Revenue items from opportunities form the unadjusted forecast. They Work Together

Topics

#forecast process#auto inclusion#revenue items#always include

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