My Oracle Support Banner

How to Forecast Using Custom Currency Fields like TCV (Doc ID 2110636.1)

Last updated on SEPTEMBER 09, 2017

Applies to:

Oracle BigMachines Express CPQ Cloud Service for Salesforce.com - Version Spring 16 and later
Information in this document applies to any platform.

Goal

The Salesforce Forecasting feature relies on standard revenue fields like Sales Price and Total Price to generate expected sales revenue. In the event that your company relies on other types of revenue fields like TCV or ARR, the values from these Configuration Line Item Fields (CLIFs) can be summarized, sent to the Opportunity, and specified as a replacement currency for Collaborative Forecasting.

This article will demonstrate how to use a custom currency field like TCV with Collaborative Forecasting.

Solution

To view full details, sign in with your My Oracle Support account.

Don't have a My Oracle Support account? Click to get started!


In this Document
Goal
Solution
 Create Custom Fields
 Map the TCV Field to the Configuration Line Item
 Develop a Workflow to Populate the Opportunity
 Configure Collaborative Forecasting
 Reference the Custom Opportunity Field for Collaborative Forecasting

My Oracle Support provides customers with access to over a million knowledge articles and a vibrant support community of peers and Oracle experts.