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            Select a Forecast Rollups Method in Pipeline Inspection

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            Select a Forecast Rollups Method in Pipeline Inspection

            Choose the rollup method that’s best for your sales teams. Cumulative forecast rollups are selected by default, but you can change this setting as needed.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, and Unlimited Editions with Sales
            Available with Revenue Intelligence, which is available for an additional cost in: Enterprise and Unlimited Editions
            User Permissions Needed
            To select a forecast rollup method:

            Customize Application

            OR

            Modify All Data

            With single category rollups, each Pipeline Inspection metric represents opportunities from only one of the forecast categories. If users want to see their totals for the month or quarter with this type of rollup, they add the Best Case, Commit, and Closed forecasts together manually.

            With cumulative rollups, the metrics show cumulative amounts from the opportunities in the named forecast category and subsequent categories in your sales pipeline. This view makes it easy for sales team members to see the total numbers that they’re likely to bring in without combining the category totals themselves.

            1. From Setup, in the Quick Find box, enter Pipeline Inspection, and then select Pipeline Inspection Setup.
            2. In the Define How Metrics Are Grouped section, select how to organize forecast categories in rollups.
              • Single category rollups - Show one forecast category per metric.
              • Cumulative forecast rollups - Show multiple related forecast categories per metric.
            Note
            Note The forecast rollup method you select in Pipeline Inspection is separate from the forecast rollup setting for Salesforce Forecasting.

            See Also

             
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