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Define a Default Forecast Date Range
The forecasts grid shows forecasts for individual months or quarters and a range of months or quarters, depending on your settings. A one month forecast period is set for you, but you can change the range as needed.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Performance, and Developer Editions and in Enterprise and Unlimited Editions with Sales |
| User Permissions Needed | |
|---|---|
| To view the Forecasts Settings page: | View Setup and Configuration AND View All Forecasts OR Allow Forecasting OR delegated forecast manager |
| To edit the Forecasts Settings page: | Customize Application |
You must define default forecast date ranges separately for pipeline and consumption forecasts. For consumption forecasts, you have additional display options:
- When you show forecasts by month or period, you can show or hide quarterly totals.
- When you show forecasts by quarter, you can show or hide yearly totals.
If you use custom fiscal years, your custom periods or quarters are shown. Users can forecast up to 15 months, 15 fiscal periods, or 8 quarters in the future or past. If your forecast range includes the current month, period, or quarter, the forecasts page shows the current month, period, or quarter by default. If not, the first month, period, or quarter of the range is selected.
The forecast date range becomes the default for all forecast users. Users can use this default, or they can set a different date range display for their own forecasts. After users change their individual date range displays, Salesforce admins can’t override them. However, when changing the period display from monthly to quarterly or quarterly to monthly, the change is reflected in all users’ forecasts.
Before you start, make sure that you’re working in Lightning Experience and that forecasting is turned on.
