Here is a description of the fields that make up a Forecast Override record.
Key:
* – Mandatory field.
| Field | Description | ||
|---|---|---|---|
| Forecast Calculation | Lookup to the forecast calculation this override applies to. | ||
| Forecast Detail Category | Lookup to the forecast detail category this override applies to. | ||
| Forecast Summary Category | Lookup to the forecast summary category this override applies to. | ||
| Is Active | Determines whether this override is the currently active override for the summary category or detail category it is applied to. | ||
| Notes | * | Additional information to explain why the override was applied. | |
| Opportunity | Lookup to the opportunity this override applies to. | ||
| Override Value | * | Value entered for the forecast override. | |
| Project | Lookup to the project this override applies to. | ||
| Region | Lookup to the region, practice, or group this override applies to. | ||
| Practice | |||
| Group |