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Including Quote Items in a Forecast

When an end user updates an opportunity from a quote, one piece of information that is sent is whether a product is forecastable. The default setting for this in the quote is determined by a setting in Product Administration. By default, in Product Administration, components of customizable products and product bundles are marked as forecastable, unless explicitly changed. Simple products are marked as forecastable and cannot be changed in Product Administration. Components of bundles are marked as not forecastable by default, but can be changed to forecastable.

If end users want to make sure that a product in a quote will be forecastable, they can review the setting in the quote, and mark it as forecastable if necessary. The Forecastable field is available on the Line Item Detail subview.

To mark items in a quote as forecastable

1. Navigate to the All Quotes view of the Quotes screen and create a quote.
2. Click the Line Items view tab and add the appropriate products and services as line items.
3. In the Line Item Detail subview, click the show more button.
4. In the Line Items list, select the item you want to check, and make sure that the Forecastable check box is selected. Repeat this step for each product you want to check.
5. When you are finished working on the quote, update the opportunity. For details, see Updating an Opportunity from a Quote.