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            Set Up Historical Data for Pipeline Forecast Charts

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            Set Up Historical Data for Pipeline Forecast Charts

            To give sales leaders the data they need when viewing forecasting charts, ensure that historical trending is on for Forecasting Item. Also verify that the retention period is set appropriately.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions
            User Permissions Needed
            To enable historical trending: Customize Application
            1. From Setup, in the Quick Find box, enter Historical Trending, and then select Historical Trending.
            2. From the object list, select Forecasting Item.
            3. For a complete chart experience, retain historical trending data for 13 months, which is the default setting. This retention time allows for a full year’s worth of past forecasts in the historical trending chart.
            4. If historical trending isn’t enabled, select the option to enable it.
            5. Save your changes.
             
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