Enable Opportunity Probability to calculate opportunity quantity and revenue values in account forecasts.
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 |
| User Permissions Needed | |
|---|---|
| To modify forecast settings: | Customize Application |
- From Setup, in the Quick Find box, enter Manufacturing, and then select Account Forecasting.
- In the Account Forecast Calculation Settings section, enable Opportunity Probability.
- Save your changes.
To view the latest account forecast values after enabling Opportunity Probability, click Recalculate All Forecasts. You can also ask your users to recalculate each account’s forecast individually.