Extend Opportunity Information in Sales Forecasting

This feature allows customers to extend the information shown in each opportunity card in the Opportunities in Forecast page. You may select up to 10 additional opportunity or revenue/product line standard or custom fields to include in each opportunity card.

Opportunity Cards with additional owner and status information in Opportunities in Forecast page

Allows customers to easily extend the opportunity information shown in sales forecasting.

Steps to Enable

By default the account name, opportunity name, revenue amount, and opportunity close date are displayed in each opportunity card.

In the Configure Forecasting pages, in the Filter and display options step, optionally select up to 10 additional opportunity or revenue/product line fields in the Display fields for opportunity option.

These fields are displayed between the Opportunity Name and Revenue amount fields in the opportunity card.

Configure Forecasting Filter and display option steps to include additional display fields for opportunity

Tips And Considerations

At this time it is not possible to remove the default opportunity and revenue/product line fields.

We recommend that customers who used the earlier VB Studio extensions approach to extend the opportunity card, move to this configure forecasting approach.

Key Resources

See How do I get started with Sales Forecasting? and Sales Forecasting in Redwood - Using and Implementing Videos

Access Requirements

This feature is available to sales managers who have the Manage Sales Forecast from Digital Sales (ZSF_MANAGE_DIGITAL_SALES_FORECAST) privilege and the View Sales Forecast from Digital Sales (ZSF_VIEW_DIGITAL_SALES_FORECAST) privilege.