Review Recent Changes in Forecast Value

To help you identify recent changes in value to a forecast, changes within the last 7 days are highlighted in the forecast summary. As a sales leader, you don’t want to be caught unaware of changes in your team’s forecast. Choose to show week-over-week changes for each forecast category so that you can adjust your sales and forecasting strategies accordingly.

Required Editions

Available in: Available in: Professional, Performance, and Developer Editions and in Enterprise and Unlimited Editions with Sales

User Permissions Needed
To use Salesforce Forecasting:	View All Forecasts OR Allow Forecasting OR Delegated forecast manager status
To access role-based forecasts in Lightning Experience:	View Roles and Role Hierarchy
To adjust forecasts:	Override Forecasts

Important To see forecast changes, work with your Salesforce admin to ensure that historical trending is enabled for forecasting items.

When the historical trending data is ready, on the forecasts page, the forecast rollup values shown in the forecast summary that have changed in the last 7 days are highlighted with red and green arrows. Hovering over the field shows the changes and when the value was last updated.

1. After the historical trending data is ready, go to the Forecasts page.
2. From the gear icon, select Show Changes in the Last 7 days.
   The forecast rollup values that have changed in the last 7 days are highlighted with green up arrows for increases in values, and red down arrows for decreases in values.
3. To see the details about what’s changed, hover over the forecast value.