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title: Considerations for Setting Up Einstein Forecasting
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locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/einstein_sales_forecasting_considerations.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.einstein_sales_forecasting_considerations.htm&release=264.0.0&type=5
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description: Before setting up Einstein Forecasting, review the requirements and considerations.
products:
  - Sales
  - Cross Cloud
release: "264"
---
# Considerations for Setting Up Einstein Forecasting

Before setting up Einstein Forecasting, review the requirements and considerations.

### 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 and Salesforce Classic</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with Sales Cloud Einstein, which is available in <strong>Performance</strong> and <strong>Unlimited</strong> Editions, and for an extra cost in <strong>Enterprise</strong> Edition</td></tr></tbody></table>

- Salesforce Forecasting must be enabled.
- You must work with opportunities in Salesforce for at least 12 months. Specifically, the opportunity history must show at least one update in each of the past 12 months.
- You must use a standard fiscal year. Standard fiscal years follow the Gregorian calendar, but can start on the first day of any month of the year.
- Forecasts must be measured by opportunity revenue. Predictions are generated for only the oldest activated opportunity revenue forecast type.
- Your forecast hierarchy must include at least one forecasting enabled user who reports to a forecast manager.
- You must use the standard Opportunity object and the standard Close Date and Amount fields. Custom date fields aren’t supported.
- The Amount field should be populated in at least 80 percent of open opportunities.
- Opportunity splits aren’t supported. The forecast predictions are based on total revenue, not shared revenue.
- Territories aren’t supported. Forecasts are measured by opportunity revenue, which is based on the user role hierarchy.
- To view the prediction graph on the home page when Einstein Forecasting is enabled, you must enable historical trending for Forecasting Item.
- You can use Einstein Forecasting only in production orgs, not sandboxes.
- Avoid setting field-level security on the Sales Insights Integration User Profile for opportunity fields that you want to use to optimize your predictions. It can impact your forecasting accuracy.
- If you plan to use field filters to segment your opportunities, be aware of what happens when you delete or deactivate picklist field values.
    - If you delete a picklist value from a standard field, you can’t use the value to set up a field filter.
    - If you deactivate a picklist value from a standard field, you can’t use it to set up a field filter. However, existing field filters based on that value still work with opportunity records that contain the deactivated value.
    - If you create a field filter using a standard field value and then delete the filtered value from the field, the filter still functions, but appears in Setup with a blank value.
    - If you delete a picklist value from a custom field, it still appears in Setup, but any filter created with that value doesn’t function.
    - If you deactivate a picklist value from a custom field, it can still be used to set up a field filter.

#### See Also

- [Einstein Forecasting](https://help.salesforce.com/s/articleView?id=ai.einstein_sales_forecasting.htm&release=264.0.0&type=5 "Take the guesswork out of forecasting. Einstein Forecasting uses AI technology to bring more certainty and visibility to your forecasts. Improve forecasting accuracy, get forecast predictions, and track how sales teams are doing.")
- [Enable Einstein Forecasting](https://help.salesforce.com/s/articleView?id=ai.einstein_sales_forecasting_setup.htm&release=264.0.0&type=5 "Provide your forecast managers with AI-powered intelligence that improves forecasting accuracy, predicts results, and tracks how sales teams are doing.")
- [Understand How Einstein Creates Your Forecasting Prediction](https://help.salesforce.com/s/articleView?id=ai.einstein_sales_forecasting_adjustments.htm&release=264.0.0&type=5 "Learn about the process Einstein uses to determine your forecast prediction.")