Yes +1 to this. We were using forecasting for analysis of how sales managers were performing and see their % to goal. By removing deactivated users this messes up all past forecast data. It should be able to be locked once the quarter has ended.
+1 to this!! We cannot accurately see how we're tracking against our Forecast goals because all Closed Won data from former employees is completely gone
I'm the Product Designer on the forecasting team and our team fully agrees that this was a big limitation and issue for our tool. I'm happy to share that we released an update today that allows deactivated user data to remain in the forecasting tool.
The deactivated user's closed won deals they own will continue to count towards goal attainment for the period they were active as well as their forecast submissions. If you'd like to view a deactivated user in the forecast table, open the close date filter and filter to a period where they were active and you'll see them appear in the table.
If you deactivated a user in the past but did not retain their paid seat/license at the time of deactivation and they are not showing up in the forecasting app, you may need to reactivate that user, assign them a paid seat, and then immediately deactivate them again so that their seat is retained. Moving forward, when users are deactivated, their seats are retained but no longer count towards seat totals or require payment.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.