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Filter Account Forecasts by Products

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Filter Account Forecasts by Products

You can filter account forecasts by products.

Required Editions

Note
Note

There’s a newer version of forecasting available called Advanced Account Forecasting. Ask your admin about migrating. To learn more, see Maintain Holistic Account Forecasts.

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions
User Permissions Needed
To modify account forecasts Read, Edit permissions on Account Forecast
  1. In the Forecast tab of an account’s record page, click Filter icon.
  2. Search for the products you want to filter and apply the filter.

    You can also filter time periods along with products.

 
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