Define Custom Dimensions for Filtering and Adjusting Sales Forecasts

You can filter Opportunities within your own or your team member's forecast and make summary adjustments to the best case forecast or committed forecast for you and your direct reports.

The following table outlines the following dimensions and metrics for each of the sales forecast types:

Forecast Type	Dimension	Metrics
Forecast by Opportunity Owner (Default)	Owner (Team Member)	Won Committed Best Case Unforecasted Committed Forecast (Won + Committed) Best Case Forecast (Won + Committed + Best Case)
Forecast by Opportunity Revenue	Territory Product Revenue Type (Revenue Category Type)	Won Committed Best Case Unforecasted Committed Forecast (Won + Committed) Best Case Forecast (Won + Committed + Best Case) Overlay Won Overlay Committed Overlay Best Case Overlay Unforecasted Overlay Committed Revenue Overlay Best Case Forecast

Add a Custom Sales Forecast Metric Dimension

You can add your own custom dimensions to the Sales Forecasting for Redwood UX setup using Sales Forecast Dimension Metadata (salesForecastDimensionMetadata) REST Service. This REST service is used for capturing information related to custom dimensions such as the revenue type lookup type (dimension source data), and the related opportunity or revenue filter fields.

You'll also need to map the custom dimensions using the Sales Forecast Metric Source Dimension Mappings (salesForecastMetricSourceDimensionMappings) REST Service.

For more information, see Sales Forecast Dimensions REST Endpoints.

Add Filters for Custom Sales Forecast Metric Dimensions

Your sales administrator must add the custom sales forecast metric dimensions for filtering the sales forecast information in the Sales Forecast Metric Dimensions (ORA_ZSF_DS_METRIC_DIM) lookup type. See Overview of Lookups for more information about lookups.

Once the custom metric dimension lookup value is added, salespeople can then select the custom dimension from the drop-down list from the Filter and display options section of the Configure Sales Forecasting page.

Selecting the Allow multiselect option will allow salespeople to select more than one filter value. Here's a sample Configure Sales Forecasting screenshot from where you enable dimensions for filtering sales forecast opportunity revenue lines.