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            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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