View and Adjust Forecasts by Product

If you're forecasting based on opportunity revenue rolling up the territory hierarchy forecast type and the product dimension is enabled, then as a sales manager, you can view and adjust forecasts by product (group).

If sales forecasting has been configured to view and adjust by product, the Show Products option will be available from the Actions menu on the Forecast Overview page.

Click Show Products to expand the sales manager's territory to display the product groups they're responsible for. The sales manager can also expand each direct report forecast to show their product groups.

To enable this feature, you must:

1. Select Revenue as your Forecast Object in step 1 of the guided process as follows:

   

2. Select Product as your Adjust Forecast by Dimension in step 2 of the guided process as follows:

   

3. Select the options by which you want to filter your forecasts in step 3 of the guided process.
   Note: Oracle recommends not to select the Revenue category type option.
4. Review a summary of the configuration information you selected from the Review and submit final step 4.
5. If you're OK with your selections, click Submit.