Include Other Data in Custom Columns in Pipeline Forecasts

Make forecast decisions using all the data that matters to your business by adding custom columns to a forecast. Custom columns can show data that’s imported and referenced, such as Stretch Quota or Internal Booking Target, or a calculated value, such as gap to quota. Having all the information in one place helps you create more precise forecasts without having to turn to other resources.

Add up to 5 custom columns to a forecasts type that include any combination of columns that show custom calculations or reference data. The default forecast type includes Gap to Quota and Pipe Coverage columns by default.

• Add Custom Calculated Columns to Pipeline Forecasts
  To track metrics that help to generate more accurate and data-driven forecasts, add columns that show values calculated using a formula that you define.
• Add Custom Columns That Include External Data to Pipeline Forecasts
  Make forecast decisions with all the data that matters to your business, even if that data isn’t maintained in Salesforce. Add external data, such as stretch quotas or internal booking target, and show it in a custom column on the forecasts page. Having all the information used to create forecasts in one place helps you create generate more precise forecasts without having to turn to other resources.
• Considerations for Custom Calculated Columns in Pipeline Forecasts
  Before you add custom calculated columns to your forecast types, review some considerations.
• Managing External Data to Include in Pipeline Forecasts
  Add external data, such as stretch quota or internal booking target to Salesforce so forecast managers have all the information they need when reviewing their sales projections. The data you add can be added as a column in the forecast summary and can be unique to each forecast type.