---
schema_version: "1"
id: 07ef9907a6f4d9ac7288326665d91a1ed4e398a1932294632c6e077ca8ecd7da
title: Add Custom Calculated Columns to Pipeline Forecasts
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/forecasts3_create_custom_columns.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.forecasts3_create_custom_columns.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 1d6ef2f82aa3163446e6005fe41c1a16a4c11852caa0df24d5a4377e8d874169
description: 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.
products:
  - Sales Cloud
release: "264"
---
# Add Custom Calculated Columns to Pipeline Forecasts

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

<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>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>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d9362e76">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d9362e76 ">To view the Forecasts Settings page:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d9362e76 ">
              <p>View Setup and Configuration</p>
              <p>AND</p>
              <p style="margin-bottom:0;">View All Forecasts OR Allow Forecasting OR
                delegated forecast manager</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d9362e76 ">To create and manage a forecast type:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d9362e76 ">Customize Application</td>

          </tr>
        </tbody>
      </table>

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.

1. From Setup, in the Quick Find box, enter Forecasts Settings, and then select **Forecasts Settings**.
2. Under Available Forecast Types, select **Manage Custom Columns** from the quick actions for a forecast type you want to add the column to.
3. Click **Add Custom Column**.
4. Select **Calculated** as the column type.
5. 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.
6. 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](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_forecastingcolumndefinition.htm).
7. Save your custom column, and then click **Done**.
8. To change the order of columns on the page, use **Select Columns to Display** on the quick actions menu for any forecast type.
9. 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.

#### See Also

- [Considerations for Custom Calculated Columns in Pipeline Forecasts](https://help.salesforce.com/s/articleView?id=sales.forecasts3_considerations_custom_columns.htm&release=264.0.0&type=5 "Before you add custom calculated columns to your forecast types, review some considerations.")
- [Show, Hide, and Reorder Pipeline Forecast Columns](https://help.salesforce.com/s/articleView?id=sales.forecasts3_columns_showhidereorder.htm&release=264.0.0&type=5 "Customize the display of most standard and custom forecast columns on the forecasts page. For example, you can position a custom Most Likely column to appear next to the Open Pipeline column.")
- [Formula Field Limits and Restrictions](https://help.salesforce.com/s/articleView?id=platform.formula_field_limits.htm&type=5&language=en_US)
- [Common Formula Errors](https://help.salesforce.com/s/articleView?id=platform.fixing_formula_errors.htm&type=5&language=en_US)