SECTIONSServices Forecasting Templates
The Services Forecasting Templates table lists the templates that are automatically created while enabling the Services Forecasting feature using the Feature Console. You can use them to create forecasts. More information about each template is provided on the related Help page. For more information about templates, see Plan Templates Overview.
| Template Name | Description | Further Information |
|---|---|---|
| Practice Forecast | Practice-level forecast with a filter to only retrieve forecast data for opportunities and a filter to select time periods. This template is ideal for creating a parent forecast for individual project-level forecasts that belong to the same practice. | Practice Forecast Template |
| Project Forecast (Embeddable) | Project-level forecast with a single filter that enables you to select a project name. This template is ideal for creating a single forecast from the project record page. | Project Forecast Templates |
| Project Forecast (Multi-Plan Process) | Project-level forecast with a single fixed filter that only retrieves data related to projects. This template is ideal for creating multiple forecasts at the same time. | |
| Region Forecast | Region-level forecast with a filter to only retrieve forecast data for opportunities and a filter to select time periods. This template is ideal for creating a parent forecast for individual project-level forecasts that belong to the same region. | Region Forecast Template |