When configuring Customizable Forecasting, you can set which of the following Forecast Dates for determining which opportunities contribute to the forecast?
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A. B. C. D. E.A.
Customizable Forecasting in Salesforce is used to forecast sales revenue and quantity for your company's products. When configuring Customizable Forecasting, you can set the forecast dates to determine which opportunities contribute to the forecast. The available forecast dates are as follows:
A. Opportunity Close Date Only: This option uses the date when the opportunity is expected to close as the forecast date. Opportunities that are expected to close within the forecast period are included in the forecast.
B. Product Date Only: This option uses the product's delivery date as the forecast date. Opportunities that have products with delivery dates within the forecast period are included in the forecast.
C. Schedule Date Only: This option uses the date when the product is scheduled to be installed or delivered as the forecast date. Opportunities that have products with schedule dates within the forecast period are included in the forecast.
D. Commit Date: This option uses the date when the opportunity was committed to as the forecast date. Opportunities that were committed within the forecast period are included in the forecast.
E. Opportunity Close Date, Product Date, Schedule Date: This option uses all three dates mentioned above to determine which opportunities contribute to the forecast.
It's worth noting that once you set the forecast dates, you cannot change them. Therefore, it's important to carefully consider which forecast dates to use based on your company's sales processes.