Loading
Upcoming Mandatory Changes to Public Key Infrastructure (PKI)Read More
Salesforce Enforces New Security Requirements in Summer 2026Read More
Sales Pipeline Visibility and Forecasting
Table of Contents
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

          Search all of Salesforce Help
          Salesforce Forecasting

          Salesforce Forecasting

          Feel confident about your sales projections by working with live forecast rollups, visual indicators, AI predictions, and historical trends to generate accurate sales predictions. Salesforce Forecasting is also referred to as Collaborative Forecasts in some places.

          Required Editions

          Available in: Lightning Experience
          Available in: Professional, Enterprise, Unlimited, and Developer Editions
          Note
          Note

          As of October 14, 2025, Data Cloud has been rebranded to Data 360. During this transition, you may see references to Data Cloud in our application and documentation. While the name is new, the functionality and content remains unchanged.

          Learn More with These Resources

          Traihead resources. Icon.

          Use Trailhead to build and test your skills.

          Video resources. Icon.

          Watch this video series to see forecasts in action.

          Help resources. Icon.

          Dive deeper into setup and key features in Salesforce Help.

          Explore Related Areas

          Check out these product and features related to forecasts. Some items listed may not be available in your Salesforce edition or with your current license structure.

           
          Loading
          Salesforce Help | Article