If your Salesforce admin activates multiple forecast types, select the forecasts that
are relevant to you as tabs on the forecast page. Then, you can quickly access each tab to
review your forecast from different perspectives.
Required Editions
Available in: both Salesforce Classic and Lightning
Experience
Available in: Professional, Performance, and Developer
Editions and in Enterprise and Unlimited Editions with Sales
On the forecasts page, in Lightning Experience, click the gear icon, and then select
Edit Tab Selections.
Select the forecasts that you want to view as tabs and arrange them in
the order you want them to appear.
Save your changes.
Forecast types that your admin activates after you make your selections are added to
your forecasts page and indicated as new. You can choose to remove them from your list of
selected tabs.
Tip For forecasts that are grouped using product families or a
custom pick list, use the Grouped By field in the forecast header to select to show forecast
rollups by team or other value first.
The Salesforce mobile app shows only the
forecasts you select to show as tabs and shows only types that don't contain a forecast
group.
To change which forecast is shown in Salesforce Classic, click next to the forecast type name.
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