4.10.5 Exclude Campaign Items from Forecast


You can always exclude full campaigns from Sales goals by not adding any team members to them, but this doesn't work for site goals and neither does it consider individual campaign items. In order to exclude a campaign item from being counted towards site or sales goals you can individually mark them.


To do this check the field: "Exclude from Campaign Item Revenue Split".

Administrators: If you have certain product types, media types, or other attributes which classify a Campaign Item to be exempt, we recommend to create a workflow or process builder flow to automatically check the checkbox.