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Configure and Activate Pipeline Forecast Types
Let your sales team choose between forecast types to project sales from multiple perspectives.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Performance, and Developer Editions and in Enterprise and Unlimited Editions with Sales |
| Custom measure forecasts available in: Performance Edition and in Unlimited Edition with Sales |
| User Permissions Needed | |
|---|---|
| To create and manage a forecast type: | Customize Application AND View Setup and Configuration |
| To customize the opportunity list in a forecast type: | Customize Application AND Manage Public List Views |
Forecast types start with selecting the object you want to forecast on. Before creating a forecast type, make sure that you’re working in Lightning Experience. Also make sure that the object you want to use in the forecast type is set up correctly. Check your field-level security settings, and make sure that the opportunity Amount and Quantity fields, and any fields you want to forecast on are visible.
In addition, check the following based on the object you plan to use.
- To forecast on Opportunity Split, make sure that opportunity splits are enabled.
- To forecast on Opportunity Product Split, make sure that opportunity product splits are enabled.
- To forecast on Line Item Schedule, make sure that product schedules is enabled, and that the Service Date field on OpportunityLineItem or the Product Family field on Product2 is available.
- To group forecasts into unique segments, make sure that you have custom picklists defined or product families defined.
- From Setup, in the Quick Find box, enter Forecasts Settings, and then select Forecasts Settings.
- In the Available Forecasts Types section, click Create a Forecast Type and follow the onscreen setup flow to define and save the forecast type.
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To complete the setup flow, click Done.
The new forecast type appears in the list of available types on the Forecasts Settings page. Your new type has an inactive status.
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To make the new forecast type available on the forecasts page, return to the
Forecasts Settings page and select Activate from the
quick actions for the forecasts type.
You can have up to four active pipeline forecast types at one time. If you require more active forecast types, contact Salesforce Customer Support. To edit an active forecast, such as changing the custom columns, or choosing the columns to display, select the action you need from the quick actions list for the active forecast. Filter definitions aren’t editable after activating or reactivating a forecast type.
If you select to group by product family, return to Forecasts Settings and select the families to use in the Manage Product Family Groupings section.
