What is Collaborative Forecasting and how do forecast types and adjustments work?
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Collaborative Forecasting provides a structured view of expected sales revenue, aggregated up the role or territory hierarchy. Forecast Types: Define what data is rolled up (Revenue vs Quantity, by Opportunity product family, Schedule dates). Multiple forecast types can be enabled simultaneously. Forecast Categories: Opportunities are categorised (Pipeline, Best Case, Commit, Closed) based on their stage, and each category rolls up separately. Adjustments: Managers can adjust their own forecast or their subordinates' forecasts upward or downward, with the original number preserved. Adjustment history is tracked. Manager Judgement: Managers can add judgement on top of the system-calculated rollup. Forecasting integrates with territory management, quotas, and Einstein forecasting for AI predictions.
Practice content for interview preparation; not an official vendor answer. Verify details against current product documentation.
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