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 |
|---|---|---|
| Group Forecast | Group-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 group. | Group Forecast Template |
| 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 | Project-level forecast with a single fixed filter that only retrieves data related to projects. This template is ideal for creating project forecasts that belong to the same region, practice, or group. | Project Forecast Template |
| 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 |