You are here:
Salesforce Forecasting
Feel confident about your sales projections by working with live forecast rollups, visual indicators, AI predictions, and historical trends to generate accurate sales predictions. In Winter ‘25, Salesforce Forecasting is also referred to as Collaborative Forecasts in some places.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, Unlimited, and Developer Editions |
Take a Look Around
An accurate forecast is the window into your company’s overall sales health. Knowing what’s ahead is crucial to making business decisions and planning for the future. Using Salesforce to create and monitor your forecasts gives you the tools you need to feel confident that your forecast is accurate.
Take a guided tour to see the features and benefits of forecasting in Salesforce.
As of October 14, 2025, Data Cloud has been rebranded to Data 360. During this transition, you may see references to Data Cloud in our application and documentation. While the name is new, the functionality and content remains unchanged.
Learn More with These Resources
|
Use Trailhead to build and test your skills. |
|
Watch this video series to see forecasts in action. |
|
Dive deeper into setup and key features in Salesforce Help.
|
Explore Related Areas
Check out these product and features related to forecasts. Some items listed may not be available in your Salesforce edition or with your current license structure.
- Set Up Salesforce Forecasting
Set up the required features to start forecasting using Salesforce and enable additional features as you’re ready. Give forecast managers, reps, and others who need it access to the forecasts page and the features that they need. - Project Sales with Accurate Forecasts
Using Salesforce for forecasting makes it easy for teams to project sales. - Report on Forecasts
Unlock details about forecasts and forecasts trends when you create custom report types for forecasts. For example, help managers and other stakeholders see the accuracy of planned forecasts versus adjusted and closed forecasts. - Salesforce Forecasting: What’s Different or Not Available in the Salesforce Mobile App
Not every Lightning Experience feature is in the Salesforce mobile app. Find out what’s different. - Salesforce Forecasting Elements
If you’re using forecasting features in Salesforce, learn about the elements that comprise a forecast.
