Capturing Pipeline Forecasts at a Point in Time

Forecast submissions are your best estimate of the revenue or quantities that you expect to close during the forecast period. Typically required weekly, the submission takes a snapshot of your forecast at the time you make the submission. As management levels review forecast rollups, they compare the current forecast against the submitted forecast numbers and quota, and know that the forecast is up to date. Any differences better inform the forecast for the entire sales team and the business.

Required Editions

Available in: Lightning Experience

Available in: Professional, Performance, and Developer Editions and in Enterprise and Unlimited Editions with Sales

On the forecasts page, use the icons in the forecast summary for each period to submit forecasts and to review past forecast submissions.

Icon	Description
	Indicates that a forecast for the period hasn’t been submitted in the past 7 days.
	Indicates that a forecast for the period has been submitted in the past 7 days. Forecast managers can review but not change forecast submissions from their direct reports.