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Sales Pipeline Visibility and Forecasting
Show Quotas in Forecasts

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Show Quotas in Forecasts

Let your team see sales quotas and quota attainment percentages on the forecasts page.

Required Editions

Available in: Lightning Experience
Available in: Professional, Performance, and Developer Editions and in Enterprise and Unlimited Editions with Sales
User Permissions Needed
To view the Forecasts Settings page:

View Setup and Configuration

AND

View All Forecasts OR Allow Forecasting OR delegated forecast manager
To edit the Forecasts Settings page: Customize Application

Before you start, make sure that you’re working in Lightning Experience and that Salesforce Forecasting is turned on.

  1. From Setup, in the Quick Find box, enter Forecasts Settings, and then select Forecasts Settings.
  2. In the Show Quotas section, select Show quotas.
  3. Save your changes.
Warning
Warning

If you disable forecasting, quotas are disabled.

If you delete or deactivate a forecast type, the related quotas are purged.

See Also

 
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