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Why is this opportunity not included in the forecast?

Aug 18, 2017 at 08:51 AM

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Former Member

Hi,All

I want to creat a forecast that is defined from January to April in 2018.

Before that,I created an opportunity that satisfies the following criteria:

1.Opportunity close date is February 14, 2018 that is in the defined forecast period.

2.Publish to Forecast checkbox is selected under the Opportunity.

3.Opportunity status is In Process.

When I create the forecast,the system reports an error message:"No relevant opportunities exist at that time,so you cannot forecast data."

Is there any problem with my operation?Why is this opportunity not included in the forecast?

For more information, please see the attached document.

Thanks.

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1 Answer

Loganathan P Aug 21, 2017 at 07:45 AM
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Hi Xiong,

Try to publish at least one Opportunity along with Revenue Start Date and End Date before maintaining the forecast. Try the below steps

1. You can use the below field to publish .Use KUT tool if this field is not visible.

2. Make Sure,From Month and End month of the forecast should fall with the Revenue Start Date and Revenue End Date of the Opportunity.

I.e. :-In your case,you are trying to create a forecast for Jan 2018 - Apr 2018,So Open one opportunity and make sure its Revenue Start Date and Revenue End should be equal to Jan 2018 - Apr 2018 or falls within Jan 2018 - Apr 2018,then publish it before creating the Forecast.

Regards,

Logan


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Former Member

Hi,Logan

Thinks for your answer.

As you suggested, I checked this opportunity and it satisfies your conditions.

But in the process, I finally found the problem.

The sales unit in the opportunity does not match with the sales unit for owner if a forecast is created.

I modified sales unit of the new forecast and creat it successfully,

Thank you all the same.

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