The administrator can create a custom number field to measure forecasts in megawatts.
Here are the steps to create a custom forecast type based on a megawatts measurement:
Go to Setup and navigate to the Object Manager for the Opportunity object.
Click on Fields & Relationships and then click New.
Select Number as the data type for the new field.
Enter a label and a name for the new field (e.g. Megawatts Forecast).
Under Field Level Security, ensure that the new field is visible to the appropriate profiles.
Click Next and then Save to create the new field.
Navigate to the Forecasting Settings page in Setup.
Click on Manage Forecast Types and then New Forecast Type.
Enter a name for the new forecast type (e.g. Megawatts Forecast).
Select the Megawatts Forecast field as the Primary Quantity field.
Click Save to create the new forecast type.
Once the new forecast type has been created, sales leaders can then use it to calculate forecasts based on megawatts.
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tMana
8 months ago