To track metrics that help to generate more accurate and data-driven forecasts, add columns that show values calculated using a formula that you define.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Performance, and Developer Editions and in Enterprise and Unlimited Editions with Sales |
| User Permissions Needed | |
|---|---|
| To view the Forecasts Settings page: |
View Setup and Configuration AND View All Forecasts OR Allow Forecasting OR delegated forecast manager |
| To create and manage a forecast type: | Customize Application |
Add up to 5 custom columns to a forecasts type that includes any combination of columns that show custom calculations or reference data. The default forecast type includes Gap to Quota and Pipe Coverage custom calculated columns by default.
- From Setup, in the Quick Find box, enter Forecasts Settings, and then select Forecasts Settings.
- Under Available Forecast Types, select Manage Custom Columns from the quick actions for a forecast type you want to add the column to.
- Click Add Custom Column.
- Select Calculated as the column type.
- Enter a name and select the result type for your custom column. The name appears as the column header on the forecasts page. The result type is the data type of the value that you expect your formula to produce.
-
In the Formula field, enter a formula that represents the value you want your custom column
to contain.
To refer to another column in your formula, use the API column name. For example, to refer to the Closed column in your formula, use FormulaAmount0. Referring to another custom column in the formula isn’t supported. For a list of API column names, supported operators, and supported functions, see the Formula field in ForecastingColumnDefinition.
- Save your custom column, and then click Done.
- To change the order of columns on the page, use Select Columns to Display on the quick actions menu for any forecast type.
- To position the column in the correct order in the forecast summary, choose Select Columns to Display from the quick actions menu for the forecast type.
The column shows in the forecast summary on the forecasts page.
If a formula’s value is null or invalid, the value is shown as -. To show - for 0 or negative values in your forecast, use the IF function in your formula to detect 0 or negative numbers.