From your forecasts detail page or any subordinate’s forecasts detail page in Collaborative Forecasts, you can view the opportunities that make up a forecast: for a month or month range, for all your subordinates, or just one.
|Available in: Salesforce Classic|
|Available in: Professional (no Custom Field forecasts), Enterprise, Performance, Unlimited, and Developer Editions|
|Opportunity Splits available in: Performance and Developer Editions and in Enterprise and Unlimited Editions with the Sales Cloud|
- If your sales team forecasts on product families, you can view your own or a subordinate’s opportunities for each product family. When you select a cell in the rollup table, the opportunities related to that cell appear in a list at the bottom of the page. You can sort the opportunities by column header.
- To view a subordinate’s opportunities for a single product family, click next to the subordinate’s name to display the product family rows, and then click the product family name.
- To view the splits for an opportunity, hover over the split percentage for the opportunity and click . The Opportunity Splits detail window appears, showing splits that roll up to the selected forecast cell in bold. Splits on the opportunity that don’t roll up to the selected forecast cell appear in gray. Opportunities that contain only a single 100% split for the opportunity owner don’t display split details.