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Forecasting Quota Attainment
Handy Lightning Component for tracking your forecast
Showing 7 of 7 Reviews
Does not work
I just get an error message when this component is on the homepage.
Seems to not support opportunity product date forecasts.
Since we use Opportunity Product Dates for our forecasts, this does not seem to work; I get the message "No forecasting Data for this Period" despite our forecasts and quotas being set up. I suspect this will also not work for quantity forecasts, product schedule forecasts, or opportunity splits forecasts. So, the component seems like a good start but will not work for many users. I am hoping it will be updated soon to support different collaborative forecast types.
Forecast Type Labels
I changed my picklist labels in the Forecast Category opp field and the commit/best case fields don't map on the component. Is there anything I can do to make this work?
Great if using one Forecast type
Concept is awesome and useful but only if you have one type of Forecast. My client needed for a custom revenue Forecast on a custom currency field. Wish the component has some settings (or was unmanaged) and allowed some adjustments.
Works as designed
Installed component and was visible in the lightning app builder for home pages and works exactly as described. Not sure what the issue reported last year was. Would be nice if a new feature was added so that clicking on the component took the user to the forecast tab for additional detail.
Cannot find it in Lightning?
Good idea, but agreed with other comment, need some documentation pls.
How to set this up
After Installation I was not able to see any change. Need some documentation on how it works.
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Unable to see the lightening component in the list while creating the lightening page. Please suggest.