We created a new Forecast Category in SFDC called Most Likely earlier this week. For this week’s forecast call, I see that we have 2 opportunities in Most Likely, however, when I click on Pipeline within the Clari → Forecast → PIpeline . . . I don’t see those 2 opportunities on the Insights/Eyeball view on the right window pane.
I can see the 2 opportunities when I click Inspect → Opportunities.
How do I update my Pipeline View to show opportunities in this “new” forecast category?
The query we are calling to Salesforce for your Pipeline field in Forecast will need to be updated to include Most Likely as a value if it is new. This change will need to be made by our configuration team. You can inspect the current filters applied to a field in Forecast by selecting the field, hovering over the grey icon in the right-hand panel > View Filters.
If you are a Designated Support Contact for your organization, you can navigate to the Support tab at the top of your screen in the Community, select Get Support, and then open a Change Production Configuration case with the request to update the necessary fields in forecast.
The query we are calling to Salesforce for your Pipeline field in Forecast will need to be updated to include Most Likely as a value if it is new. This change will need to be made by our configuration team. You can inspect the current filters applied to a field in Forecast by selecting the field, hovering over the grey icon in the right-hand panel > View Filters.
If you are a Designated Support Contact for your organization, you can navigate to the Support tab at the top of your screen in the Community, select Get Support, and then open a Change Production Configuration case with the request to update the necessary fields in forecast.
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