Pipeline forecast types
Key Takeaway
A pipeline forecast type is a set of choices: object, measure, date type, hierarchy, group and filters. For product revenue by territory, use Opportunity Product, Total Price, close date and the territory hierarchy.
A pipeline forecast type is one way of looking at your sales team's projected sales. Admins create several types so the same pipeline can be forecast from different angles, such as by product family, by territory or by opportunity splits. Each type answers one business question, so the admin's job is to pick the object, measure, date type and hierarchy that match that question.
The parts of a forecast type
Each forecast type is built from a few choices. Different combinations give different views of the same sales data.
- Object: the records the forecast is based on, such as Opportunity or Opportunity Product.
- Measure: the field that rolls up into the forecast numbers.
- Group: how the forecast is split into segments, such as by product family.
- Date type: the date that decides which forecast period a record counts in.
- Hierarchy: the path the numbers roll up through, either the user role hierarchy or the territory hierarchy.
- Filters: optional conditions on which opportunity data the forecast includes.