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            Considerations for Showing Opportunity Fields in Pipeline Forecasts

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            Considerations for Showing Opportunity Fields in Pipeline Forecasts

            When a rep selects a forecast in the forecasts grid, a list of opportunities that roll up to that forecast appears below the forecast summary. Refer to our guidelines when you’re choosing the fields to show as columns in the opportunity list.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Performance, and Developer Editions and in Enterprise and Unlimited Editions with Sales
            • Select up to 15 standard and custom fields to appear as columns in the opportunity list for each enabled forecast type. Include the Opportunity Name field, which is required. We also recommend adding Forecast Category to the list.
            • Although you can add a Text Area (Rich) field to the view in forecast settings, the field type isn’t supported in the opportunity list in Lightning Experience.
            • Your sales team sees the selected fields based on their field-level security settings. If you add an opportunity field to the opportunity list, and the field isn’t visible to forecasts users, check the field-level security setting for the specific user profile and field. If the forecast is based on that field, the Forecasted Amount column shows the value of the field or the value of the field’s split that contributes to the forecast, regardless of field-level security.
            • When selecting fields, consider the fields that are used in the forecast rollup. Depending on whether your forecast type uses revenue, quantity, or a custom measure, consider adding the Amount, Quantity, or custom field to the list.
            • If you’re forecasting on the Opportunity or Opportunity Product object, the Amount field appears by default. If you’re forecasting on the Opportunity Product or Line Item Schedule object, we recommend adding the Forecasted Amount field. If you’re forecasting on the Opportunity Split object, the Forecasted Amount and Split % fields appear by default. You can change the selected fields for each forecast type even after the forecast type has been activated. Depending on whether your forecast type uses the revenue or quantity measurement, consider adding Forecasted Amount, Amount, or Quantity to the opportunity list.
             
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