Define the sales agreements to use for calculating sales agreement metric values in account forecasts by selecting a sales agreement list view.
Required Editions
Note
There’s a newer version of forecasting available called Advanced Account Forecasting. To learn about how the features are different, review this comparison. For new implementations, use Advanced Account Forecasting. For existing implementations, plan your migration.
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions |
- Enable Opportunity Probability to use the value in the Probability field of opportunities for calculating opportunity metric values in account forecasts.
- Enable Opportunity Product Schedules to forecast calculations based on opportunity quantity and revenue schedules.
- Select Sales Agreement List View for Account Forecasting
The sales agreements in the selected list view are considered when calculating the sales agreement metric values of account forecasts. - Use Opportunity Probability to Calculate Account Forecasts
Enable Opportunity Probability to calculate opportunity quantity and revenue values in account forecasts. - Use Opportunity Product Schedules to Calculate Account Forecasts
Enable Opportunity Product Schedules to forecast calculations based on opportunity quantity and revenue schedules.