---
schema_version: "1"
id: 289953a7829ce4ce656d30657fe90e8eb45e2e0129673305b86428b52d385a25
title: View Forecasts from Different Perspectives
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/forecasts3_changing_data_source.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.forecasts3_changing_data_source.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ec3a2c95481569136f561f7f12f323593302f02869dcb24b6e1b848f2daa18ce
description: If your Salesforce admin activates multiple forecast types, select the forecasts that are relevant to you as tabs on the forecast page. Then, you can quickly access each tab to review your forecast from different perspectives.
products:
  - Sales Cloud
release: "264"
---
# View Forecasts from Different Perspectives

If your Salesforce admin activates multiple forecast types, select the forecasts that are relevant to you as tabs on the forecast page. Then, you can quickly access each tab to review your forecast from different perspectives.

### Required Editions

<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: both Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Professional</strong>, <strong>Performance</strong>, and <strong>Developer</strong> Editions and in <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions with Sales</td></tr></tbody></table>

1. On the forecasts page, in Lightning Experience, click the gear icon, and then select **Edit Tab Selections.**
2. Select the forecasts that you want to view as tabs and arrange them in the order you want them to appear.
3. Save your changes.

Forecast types that your admin activates after you make your selections are added to your forecasts page and indicated as new. You can choose to remove them from your list of selected tabs.

![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_pipe_visibility-264-0-0-production-enus/75640128-02d2-4752-84b3-eb077e12fb74/images/icon_tip.png)

Tip For forecasts that are grouped using product families or a custom pick list, use the Grouped By field in the forecast header to select to show forecast rollups by team or other value first.

The Salesforce mobile app shows only the forecasts you select to show as tabs and shows only types that don't contain a forecast group.

To change which forecast is shown in Salesforce Classic, click ![The down arrow.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_pipe_visibility-264-0-0-production-enus/75640128-02d2-4752-84b3-eb077e12fb74/sales_pipe_visibility/images/forecasts3/down_arrow_blue.png) next to the forecast type name.

#### See Also

- [Salesforce Forecasting Elements](https://help.salesforce.com/s/articleView?id=sales.forecasts3_definitions.htm&release=264.0.0&type=5 "If you’re using forecasting features in Salesforce, learn about the elements that comprise a forecast.")
- [Managing Common Pipeline Forecast Types](https://help.salesforce.com/s/articleView?id=sales.forecasts3_types_intro.htm&release=264.0.0&type=5 "Forecasts types specify how Salesforce calculates forecasts and projects sales from a different perspective. Learn about managing these common pipeline forecast types.")
- [Considerations for Multiple Currencies in Salesforce Forecasting](https://help.salesforce.com/s/articleView?id=sales.forecasts3_multiple_currencies.htm&release=264.0.0&type=5 "If your company uses forecasts and multiple currencies, your Salesforce admin chooses a forecast currency and enables forecast types. The forecast currency is your corporate currency or each forecast owner’s personal currency.")
- [Adjustments in Pipeline Forecasts](https://help.salesforce.com/s/articleView?id=sales.forecasts3_adjustments_overview.htm&release=264.0.0&type=5 "A forecast adjustment indicates an assessment about the sales value that a forecast manager or sales rep feels confident of closing during of the forecast period. Adjusting Best Case and Commit forecasts values is a way to accurately gauge where a sales team is on their path to hitting its sales numbers. An adjustment doesn’t change the underlying gross rollup and doesn’t appear in reports. It just adds a layer of detail to a forecast.")