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Sales Pipeline Visibility and Forecasting
Select a Pipeline Forecast Rollup Method

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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.

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
Warning
Warning Switching from one rollup method to another deletes adjustments for all active forecast types.

Before you start, make sure that you’re working in Lightning Experience and that Salesforce Forecasting is turned on.

  1. From Setup, in the Quick Find box, enter Forecasts Settings, and then select Forecasts Settings.
  2. In the Manage Forecast Rollups section, click Edit, and select how to organize forecast categories in rollups.
  3. Save your changes.
 
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