---
schema_version: "1"
id: d6a9435186add3c825d6118048a28a56531f34da1e18e695ebacf39cf1acc1fa
title: Set Up Historical Data for Pipeline Forecast Charts
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/forecasts3_charts_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.forecasts3_charts_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a4e717e449d2811f071b35d46b6ced5596739786be59b06234c2a6a794817207
description: To give sales leaders the data they need when viewing forecasting charts, ensure that historical trending is on for Forecasting Item. Also verify that the retention period is set appropriately.
products:
  - Sales Cloud
release: "264"
---
# Set Up Historical Data for Pipeline Forecast Charts

To give sales leaders the data they need when viewing forecasting charts, ensure that historical trending is on for Forecasting Item. Also verify that the retention period is set appropriately.

### 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: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong> and <strong>Unlimited</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 ">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d28907e64">User Permissions Needed</th>
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          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d28907e64 ">To enable historical trending:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d28907e64 ">Customize Application</td>

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1. From Setup, in the Quick Find box, enter Historical Trending, and then select **Historical Trending**.
2. From the object list, select **Forecasting Item**.
3. For a complete chart experience, retain historical trending data for 13 months, which is the default setting. This retention time allows for a full year’s worth of past forecasts in the historical trending chart.
4. If historical trending isn’t enabled, select the option to enable it.
5. Save your changes.