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            Get the Most from Salesforce Forecasting

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            Get the Most from Salesforce Forecasting

            To help users get the most from the forecasting information that they see, customize the forecasts page layout, allow for adjustments to forecasts, setup quotas, and more.

            Required Editions

            Available in: both Salesforce Classic and Lightning Experience
            Available in: Professional, Performance, and Developer Editions and in Enterprise and Unlimited Editions with Sales
            • Get Forecast Guidance from Agentforce
              Set up the Get Forecast Guidance standard agent action so that sales managers can quickly receive insights on their team’s performance, calculate a sales rep’s gap-to-quota for Commit and Most Likely, and analyze opportunities for any risks.
            • Select a Forecast Currency
              If your company uses multiple currencies, select whether to use your corporate currency in forecasts, or to use each forecast manager’s personal currency.
            • 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.
            • Allow Forecast Adjustments
              Help your sales team produce the most accurate forecast possible and allow managers or forecast users to adjust rollup values.
            • Set Up Forecast Quotas
              Set up quotas so that users can see quotas and quota attainment information with their forecasts.
            • Build Custom Forecasts Pages That Work for Your Business
              Using Lightning App Builder, create custom forecasts pages that include all the information your sales leaders require to drive accurate forecasts that support your unique business needs. Build pages that contain standard and custom components that fit your unique sales process.
             
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            Salesforce Help | Article