---
schema_version: "1"
id: a0a50aea62b25c8f0eddf6362ef6330901796eaca3ec2c75e73d28063af6b230
title: Select Metrics to Display in Forecast
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/af_admin_metrics_task.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.af_admin_metrics_task.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 237c0cc35ce4cd749f026e0fa2215f6429b1a820e15b4ad3a25461a8190badb7
description: Select the metrics you want your key account managers to view on the Forecast tab for an account.
products:
  - Manufacturing
release: "264"
---
# Select Metrics to Display in Forecast

Select the metrics you want your key account managers to view on the Forecast tab for an account.

### Required Editions

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-manufacturing-264-0-0-production-enus/71a7997a-6330-43f9-81ad-0e7c8f13997c/images/icon_note.png)

Note

There’s a newer version of forecasting available called Advanced Account Forecasting. To learn about how the features are different, review this [comparison](https://help.salesforce.com/s/articleView?id=ind.aaf_admin_comparison_pictoral_concept.htm&release=264.0.0&type=5 "Compare Account Forecasting and Advanced Account Forecasting to make an informed decision about the feature you want to use for account forecast calculations in your org. We recommend that you enable only one of these features in your org based on your decision."). For new implementations, use [Advanced Account Forecasting](https://help.salesforce.com/s/articleView?id=ind.aaf_admin_parent_concept.htm&release=264.0.0&type=5 "Generate comprehensive, multi-horizon forecasts for sales, operations, inventory, service, and other aspects of your business. Tailor your forecasting configurations to your objectives to generate accurate, relevant forecasts. Generate forecasts based on the data sources of your choice, such as opportunities, orders, and sales agreements, and define sophisticated calculation logic. Help different teams collaborate on forecasts and fine-tune forecasts."). For existing implementations, plan your [migration](https://help.salesforce.com/s/articleView?id=ind.aaf_admin_migrate_af.htm&release=264.0.0&type=5 "You can use Advanced Account Forecasting to generate forecasts based on opportunities, orders, sales agreements, historical orders, and any other custom measures considering all aspects of business from Salesforce and beyond. If you’re an existing customer using Account Forecasting, follow these steps to migrate to Advanced Account Forecasting.").

<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</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
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        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d43507e96">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d43507e96 ">To modify metrics:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d43507e96 ">Customize Application</td>

          </tr>
        </tbody>
      </table>

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

1. From Setup, in the Quick Find box, enter Account Forecasting, and then select **Account Forecasting**.
2. In the Forecast Metrics section, select either **Quantity** or **Revenue** as a metric.
3. 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.
4. Use the Sort Up and Sort Down arrows to change the sequence of metrics in the Forecast tab.

#### See Also

- [Map Custom Fields of Account Product Forecast and Account Product Period Forecast](https://help.salesforce.com/s/articleView?id=ind.af_admin_map_custom_fields.htm&release=264.0.0&type=5 "Add custom metrics to the Forecast tab of an account by mapping custom fields of Account Product Forecast and Account Product Period Forecast. Make each mapping unique.")