Add Products to an Account Forecast

You can add new products to an account forecast, even outside the adjustment period. Account forecast is automatically recalculated to reflect the forecast metrics of all the periods for the new products.

Required Editions

Note

There’s a newer version of forecasting available called Advanced Account Forecasting. Ask your admin about migrating. To learn more, see Maintain Holistic Account Forecasts.

Available in: Lightning Experience

Available in: Enterprise, Unlimited, and Developer Editions

User Permissions Needed
To modify account forecast	Read, Edit permissions on Account Forecasts

1. In an account’s record page, click Add Products on the Forecast tab.
2. Select the products to be added and save your changes.
   

   Note You can add a maximum of 50 products to an account forecast at a time.