Currently, Salesforce only allows forecasting based on opportunities. Users want the ability to create forecasts using quotes, as their organization does not utilize opportunities.
Hi! I just started at a new company and they want me to set up salesforce for them. Daunting task but I think I can figure it out. My first task is to create a forecast for sales projected out 3 months. The only problem is they do not use opportunities they use quotes. The only option for setting up a forecast type is opportunities or opportunity product. How can I create a forecast without using opportunities? I tried making a custom object type and it still didn’t give me any other option besides opportunity and opportunity product. Is this even possible? Can I forecast using quotes instead of opportunities? Thanks!