In Account Forecasts, you can view the different quantity and revenue metrics in separate views.
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 |
To switch the metrics view, click the view name.
| View | Description |
|---|---|
| All Quantity Metrics | Shows quantity metrics for opportunities, orders, sales agreements, and forecast for all products across all periods. |
| Forecast Quantities | Shows only the forecast quantities for all products across all periods. |
| All Revenue Metrics | Shows revenue metrics for opportunities, orders, sales agreements, and forecast for all products. |
| Forecast Revenues | Shows only the forecast revenues for all products across all periods. |