Enable Custom Field Forecasts in Collaborative Forecasts for Sales Managers | Salesforce
For each custom opportunity field that your sales team wants to forecast on, enable a custom split type, even if the field doesn’t include splits. When a sales rep creates an opportunity, the rep receives a 100% split for any 100% validated custom split type that you enable. So even if you don’t intend to split the custom field, the forecast rollup includes 100% of the amount in the custom field.
|Available in: Salesforce Classic|
|Available in: Performance, Unlimited, Enterprise, and Developer Editions|
|To enable opportunity split types:||“Customize Application”|
|To view Forecast Setup:||“View Setup and Configuration”|
|To edit Forecast Settings:||“Customize Application”|
Make sure that the following are enabled.
- Collaborative Forecasts
- At least one custom opportunity currency field
- Team Selling and Opportunity Splits
- A custom opportunity split type based on the custom field
From Setup, enter Forecasts Settings in the Quick Find box, then select Forecasts Settings.
Enable up to four forecast types.
- If you don’t have forecast types enabled, click Add a Forecast Type.
- If you have at least one forecast type enabled, click Add Another Forecast Type.
From the Forecast Type menu, choose the name of the custom opportunity split type that you created based on your custom opportunity field. Revenue is the only forecast measurement available for custom field forecasts.
Choose the columns to display in the related opportunities list on the forecasts page for the custom field forecast. Include the Split column to make it easy for Collaborative Forecasts users to see the split amounts on each opportunity.
Click OK, and then save your changes.