Before you add custom calculated columns to your forecast types, review some considerations.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Performance, and Developer Editions and in Enterprise and Unlimited Editions with Sales |
- Each forecast type can include up to five custom columns, which includes custom calculated columns and columns that show external data.
- The default Opportunity Amount forecast type includes Gap to Quota and Pipe Coverage columns. These columns are shown if you add quota data to Salesforce and count as part of the 5 custom columns for that type.
- On the forecasts page, custom calculated columns don’t show changes in the last 7 days and aren’t included in rollups.
- You can’t adjust custom calculated columns in forecasts.
If you have at least one custom calculated column in an active or inactive forecast type, you complete these actions until the column is removed.
- Switch from single category to cumulative rollups in Forecast Settings.
- Enable the Most Likely category.
- Disable Show Quotas (if your custom column’s formula refers to a quota value).