Select the metrics you want your key account managers to view on the Forecast tab for an account.
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 metrics: | Customize Application |
Choose metrics for quantity and revenue to be displayed for products across all periods. The metrics available for your selection are as follows:
- Opportunity Quantity
- Opportunity Revenue
- Last Year’s Order Quantity
- Last Year’s Orders Revenue
- Current Orders Quantity
- Current Orders Revenue
- Sales Agreement Planned Quantity
- Sales Agreement Planned Revenue
- From Setup, in the Quick Find box, enter Account Forecasting, and then select Account Forecasting.
- In the Forecast Metrics section, select either Quantity or Revenue as a metric.
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In the Displayed Forecast Metrics section, use the dual pick list to move each metric from
the Available Metrics list to the Selected Metrics list.
The summary metrics for Forecasted Quantity and Forecasted Revenue are automatically added to the Forecast tab display on each account.
- Use the Sort Up and Sort Down arrows to change the sequence of metrics in the Forecast tab.