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Rollup Methods for Pipeline Forecasts
Learn about methods for rolling up opportunities into forecasts for your sales teams.
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 |
- Single forecast category rollups combine the opportunities within each forecast category into separate forecasts for each category.
- Cumulative forecast rollups combine opportunities from multiple forecast categories into cumulative forecast categories. This setting is the default.
Watch a video to learn how cumulative rollups work.
| Rollup Method | Column Name on the Forecasts Page | Opportunities That Roll Up to It |
|---|---|---|
| Single Category | Pipeline | Pipeline |
| Best Case* | Best Case | |
| Commit* | Commit | |
| Closed | Closed | |
| Cumulative | Open Pipeline |
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| Best Case Forecast |
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| Commit Forecast |
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| Closed Only | Closed |
* If forecasts adjustments are enabled and configured to show in columns, these column names are My Best Case and My Commit, respectively.
Advantages of Cumulative Forecast Rollups
With single category rollups, each total and subtotal represents opportunities from only one of the forecast categories. With this type of rollup, if forecast users want to see the total that they’re going to bring for the month or quarter, they add the Best Case, Commit, and Closed forecasts together.
| Example: Single Category Rollups | ||||
|---|---|---|---|---|
| Forecast amounts | Closed | Commit | Best Case | Pipeline |
| $50 | $100 | $150 | $200 | |
| Opportunities | Closed | Commit | Best Case | Pipeline |
| $50 |
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With cumulative rollups, the forecast columns show cumulative amounts from the opportunities in the named forecast category and subsequent categories in your sales pipeline. This view makes it easy for sales team members to see the total numbers that they’re likely to bring in without combining the category totals themselves.
For example, this table shows the cumulative forecast rollup amounts when there are four Pipeline, three Best Case, two Commit, and one Closed opportunity, each worth $50.
| Example: Cumulative Rollups | ||||
|---|---|---|---|---|
| Forecast amounts | Closed Only | Commit Forecast | Best Case Forecast | Open Pipeline |
| $50 | $150 | $300 | $450 | |
| Opportunities | Closed | Commit | Best Case | Pipeline |
| $50 |
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- Select a Pipeline Forecast Rollup Method
Choose between cumulative rollup columns or single category columns. Single category rollups are selected by default, but you can change this setting as needed.
