When configuring Customizable Forecasting, you can set which of the following Forecast Dates for determining which opportunities contribute to the forecast?
A.
Opportunity Close Date Only
B.
Product Date Only
C.
Schedule Date Only
D.
Commit Date
E.
Opportunity Close Date, Product Date, Schedule Date
No, A is not the correct answer.
When configuring Customizable Forecasting in Salesforce, the correct option is:
E. Opportunity Close Date, Product Date, Schedule Date
This means that the forecast can be determined based on the Opportunity Close Date, the dates associated with each product within an opportunity (Product Date), and potentially the Schedule Date. These options provide flexibility in forecasting based on different aspects of sales opportunities and their related products.
The key here is that Customizable Forecasting in Salesforce allows for a more nuanced approach than just using the Opportunity Close Date. It can incorporate the timing of specific products and schedules associated with the opportunity, giving a more detailed and accurate forecast.
Select a Forecast Date Type
For most forecast types, you can specify the values that forecasts are based on. To use the opportunity close date and amount or quantity, select Close date. To use dates and total prices or quantities in opportunity products, select Product date. To use dates and revenue amounts or quantities from product schedules, select Schedule date.
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