Enable Revenue Splits Forecasts or Overlay Splits Forecasts in Collaborative Forecasts for Sales Managers | Salesforce
Add revenue splits forecasts so that your sales team can track revenue from opportunities with multiple sales reps. Add overlay forecasts so that your sales team can track revenue from overlay sales roles.
|Available in: Salesforce Classic|
|Available in: Performance, Unlimited, Enterprise, and Developer Editions|
|To view Forecast Setup:||“View Setup and Configuration”|
|To edit Forecast Settings:||“Customize Application”|
Make sure that the following are enabled.
- Collaborative Forecasts
- Team Selling and Opportunity Splits
- The revenue opportunity split type or overlay opportunity split type
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 Opportunity Revenue Splits or Opportunity Overlay Splits. Revenue is the only forecast measurement available for overlay splits.
Choose the columns to display in the related opportunities list on the forecasts page for the overlay forecast. To make it easy for forecast users to see the split amounts on each opportunity, include the Split column.
Click OK, and then save your changes.