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ADM-201 · Question #162

Ursa Major Solar is changing from quarterly sales performance reviews to monthly sales reviews. Which feature of Collaborative Forecasts allows an administrator to ensure that Collaborative…

The correct answer is B. Configure forecast types. To align Collaborative Forecasts with a change from quarterly to monthly sales performance reviews, an administrator must configure new or existing Forecast Types to use monthly periods.

Submitted by zhang_li· Apr 18, 2026Sales and Marketing Applications

Question

Ursa Major Solar is changing from quarterly sales performance reviews to monthly sales reviews. Which feature of Collaborative Forecasts allows an administrator to ensure that Collaborative Forecasting aligns with the company's new monthly sales performance review?

Options

  • AEnable forecast rollups
  • BConfigure forecast types
  • CConfigure default forecast display
  • DEnable forecast adjustments

How the community answered

(39 responses)
  • A
    8% (3)
  • B
    74% (29)
  • C
    3% (1)
  • D
    15% (6)

Why each option

To align Collaborative Forecasts with a change from quarterly to monthly sales performance reviews, an administrator must configure new or existing Forecast Types to use monthly periods.

AEnable forecast rollups

Enabling forecast rollups allows data to be aggregated up the forecast hierarchy, but it does not define the length of the forecast period itself.

BConfigure forecast typesCorrect

Forecast Types define the specific criteria for how forecasts are structured, including the source object and fields, hierarchy, and critically, the forecast period (e.g., monthly, quarterly, or yearly). To change from quarterly to monthly reviews, the administrator must configure or adjust a forecast type to use monthly periods.

CConfigure default forecast display

Configuring the default forecast display only changes how the forecast data is presented to users (e.g., table vs. chart), not the underlying period structure or calculation logic.

DEnable forecast adjustments

Enabling forecast adjustments allows sales managers to manually modify forecast amounts, which is unrelated to changing the forecast period from quarterly to monthly.

Concept tested: Collaborative Forecasts periods

Source: https://help.salesforce.com/s/articleView?id=sf.forecasts3_enable_configure.htm&type=5

Topics

#Collaborative Forecasts#Forecast Types#Sales Cloud Features#Configuration

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