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Switch Metrics View in Account Forecasts

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Switch Metrics View in Account Forecasts

In Account Forecasts, you can view the different quantity and revenue metrics in separate views.

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

To switch the metrics view, click the view name.

Metrcis views on Account Forecast tab.
Metrics Views
View Description
All Quantity Metrics Shows quantity metrics for opportunities, orders, sales agreements, and forecast for all products across all periods.
Forecast Quantities Shows only the forecast quantities for all products across all periods.
All Revenue Metrics Shows revenue metrics for opportunities, orders, sales agreements, and forecast for all products.
Forecast Revenues Shows only the forecast revenues for all products across all periods.
 
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