---
schema_version: "1"
id: 648c01c1e21f397b97b0ba2e223d21bbe35003acb7e324457184dcfd56c37c5c
title: Sales | Get Forecast Guidance
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/copilot_actions_ref_get_forecast_guidance.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_get_forecast_guidance.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e1fd6425c3ed00bff1715b775e63cba398f8f8951caba46cc799e86a5c0631e9
description: Gathers information about how a sales rep is tracking toward meeting their Committed and Most Likely quota for the current forecast period. The output includes the seller’s forecast amount, a list of any deals at risk, and why they’re considered at risk.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Sales | Get Forecast Guidance

Gathers information about how a sales rep is tracking toward meeting their Committed and Most Likely quota for the current forecast period. The output includes the seller’s forecast amount, a list of any deals at risk, and why they’re considered at risk.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with an Agentforce or Einstein for Sales, Service, Platform, or Industry add-on. Requires each user to have the Agentforce or Einstein add-on to access the action.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="text-align:center;vertical-align:top;" id="d33858e70">User Permissions Needed</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d33858e73">&nbsp;</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d33858e70 d33858e73 ">See <a href="https://help.salesforce.com/s/articleView?id=ai.agent_actions_common_perms.htm&amp;type=5&amp;language=en_US" target="_blank">Common User Access for Standard Agent
              Actions</a>.</td>

        </tr>
      </tbody>
    </table>

## Action Details

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col style="width:50%"> <col style="width:50%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">API Name</td><td class="slds-cell-wrap" style="vertical-align:top;">GetForecastGuidance</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Reference Action Type</td><td class="slds-cell-wrap" style="vertical-align:top;">Standard Action</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Does this action execute one or more prompt templates?</td><td class="slds-cell-wrap" style="vertical-align:top;">No</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Required Setup</td><td class="slds-cell-wrap" style="vertical-align:top;">If you haven’t set up Salesforce Forecasting, see <a href="https://help.salesforce.com/s/articleView?id=sales.forecasts3_implement_intro.htm&amp;type=5&amp;language=en_US" target="_blank">Set Up Salesforce Forecasting</a>.</td></tr></tbody></table>

## Considerations

- The user interacting with this action can view forecast guidance information only for users they have access to in their forecast hierarchy.
- Outputs can vary depending on how forecating is set up.
- This action works only for Opportunity Revenue forecast types with these properties.
    - Measure: Opportunity Amount
    - Date: Opportunity Close Date
    - Hierarchy: User
    - Product Family: None
- The last viewed forecast type dictates the action’s output.
- This action provides information only for the current period.