Learn how to create custom forecast views. The filters feature enables you to create whatever filters you wish, save, and rapidly swap between them.

The filters option is available for the Forecast/Current Snapshot, and Changes modules. Launch the filter by clicking on the ‘filrers’ hyperlink in the main green menu bar.

The forecast result set can be filtered based on the following variables;

Close date: show all opportunities, or filter for certain date ranges (usually month or quarter).

Show opps for: The default user hierarchy (My organization) is exactly the same as what’s set up by your administrator. Users can use this filter to see a flat list, or create a custom hiearchy. Note that Sales Clarity respects the security rules set up in your instance – if users are blocked from seeing certain data, they will not be able to see this data through Sales Clarity.

Forecast categories: enables the user to filter out certain forecast categories. Note that if the user set the view to view by sales stage in the preferences menu, this filter will show sales stages rather than forecast categories.

Product: If your organization uses the product feature in, users will have the option to filter by product.

Amount: filter above or below a user-set opportunity amount value.

Custom filter: users can filter on any field that is on, or linked to the opportunity object. For example, if the user wishes to see a channel forecast (and your organization identifies channel driven opportunities in an opportunity object-related field), this can be set with a custom filter. The first drop down box lists the opportunity object, as well as the objects linked to the opportunity object. The second drop down box list the fields on those objects. The last drop down box shows the values to filter on.

Saving a filter:

1. Once all the values have been set, click the gray ‘apply filters’ button at the bottom of the filter window. Note that if you’d like to escape from the filter window without running it, click on the filter hyperlink in the green menu bar.

2. Then click on the red diskette icon and give the filter a name.

Getting your filters

Users can rapidly flip between saved filters. In the green menu bar click on the drop down box next to where your filter name is showing. Note that if no filter is currently set, this box will say ‘unsaved filter’.