Learn about the process Einstein uses to determine your forecast prediction.
Required Editions
| Available in: Lightning Experience and Salesforce Classic |
| Available with Sales Cloud Einstein, which is available in Performance and Unlimited Editions, and for an extra cost in Enterprise Edition |
Einstein Forecasting uses data science and machine learning to predict how much your sales teams will sell at the end of a forecasting period. Einstein analyzes your team’s past opportunities to create a predictive model. The criteria used in the analysis includes the opportunity’s and related account’s record details, history, and related activities. Information about the opportunity’s owner, such as yearly win rates, is also used to calculate the score.
Predictions aren’t shown when there isn’t enough data about past opportunities (at least 12 months is recommended) or when the prediction range is too large.