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Opportunity Details in Pipeline Forecasts
Review key guidelines for viewing the opportunity details on the forecasts page.
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 |
- From the forecasts page, select a forecast value. The opportunities related to that cell appear in the opportunity at the bottom of the page.
- If your sales team forecasts on product families, you can view your own or a subordinate’s opportunities for each product family that’s forecast on.
- In Lightning Experience only:
- When you return to the opportunity list after switching the view, leaving the page, or logging out, the most recent sort appears. If the forecast view that you switched to doesn’t include the column that you sorted on, the default sort is shown.
- Use quick actions to edit, delete, and change the owner of opportunities without leaving the forecasts page.
- Use inline editing to edit multiple opportunities without leaving the
forecasts page. The pencil icon
indicates editable fields. A
lock icon 
indicates noneditable fields.
- If you also use Pipeline Inspection, select the details in the opportunity row to see opportunity metrics, insights about a deal’s likelihood to close, and insights about the opportunity or its account. You also see any changes to the Amount, Close Date, Forecast Category, Probability, and Stage for individual open and in progress opportunities. Closed opportunities don’t include any visual indication of changes.
- If you have Einstein Forecasting, select a value in the Einstein Prediction column to see more details about what’s contributing to the predicted value.
- In Salesforce Classic only:
- An opportunity that contains only a single 100% revenue split shows “--” for the split percentage in the opportunity list.
- To view the split details for an opportunity, hover over the split
percentage for the opportunity and click
. The Opportunity Splits details appear,
showing splits that roll up to the selected forecast cell in bold. Splits on
the opportunity that don’t roll up to the selected forecast cell appear in
gray. Opportunities that contain only a single 100% split for the
opportunity owner don’t display split details.
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