#SalesforceSpring23 – Forecast using Custom Dates

#1MinuteTip #SalesforceSpring23 To make accurate predictions for your unique business process, forecast using custom dates. For example, if your company recognizes revenue when products ship, add a custom date field to capture planned shipping dates. Then, use that field to create your forecast types.

Previously, based on the forecast type, sales leaders could forecast only by Close Date, Product Date, or Schedule Date.

Product Area: Sales Cloud -> Core Sales Features

Forecast using Custom Dates

References & Useful URLs

  • For Related Spring ’23 Release Note Article – Click Here

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