How to Setup Forecast in Salesforce Lightning



Forecast Setup

1. From Setup, enter Forecasts Settings in the Quick Find box and select Forecasts Settings.

2. Select Enable forecasts and click Save.

Add a Forecasts Tab

  1. In Setup, type App Manager in the Quick Find box and select App Manager.
  2. For the Sales app, click the down arrow and select Edit
  3. Click Navigation Items and choose Forecasts. You might want to reposition it so it’s near the top of your list.
  4. Click Save.
  5. From Setup, enter Profiles in the Quick Find box and select Profiles.
  6. Select Custom: Sales Profile and then Edit.
  7. Scroll to the Tab Settings section.
  8. From the picklist next to Forecasts, select Default On.
  9. Click Save.

To add a forecast type:

  1. From Setup, enter Forecasts Settings in the Quick Find box and select Forecasts Settings.
  2. Click +Add another forecast type.
  3. From the Forecast Type picklist, choose Product Families.
  4. Select Revenue as the forecast measurement.
  5. From the Available Product Families list, choose the product families your team wants to forecast on and add them to the Selected Product Families list.
  6. Under Select Fields to Show in the Opportunity List, choose the columns to show in the related opportunities list on the forecasts page for the forecast type.
    • Opportunity Name
    • Account Name
    • Forecasted Amount
    • Close Data
    • Stage
    • Probability (%)
    • Forecast Category
    • Owner Full Name
  7. Click OK, then Save.