---
schema_version: "1"
id: ec5a22a0d2f1a2eb2845dc19bec42f97f897e478a4ae33a115f55ef06923d42b
title: Rollup Methods for Pipeline Forecasts
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/forecasts3_cumulative_columns_overview.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.forecasts3_cumulative_columns_overview.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 92c4589c990656d48fae30c1a4c4ee839b31b164b4c998a0483ad996cfc0b249
description: Learn about methods for rolling up opportunities into forecasts for your sales teams.
products:
  - Sales Cloud
release: "264"
---
# Rollup Methods for Pipeline Forecasts

Learn about methods for rolling up opportunities into forecasts for your sales teams.

### 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>

- Single forecast category rollups combine the opportunities within each forecast category into separate forecasts for each category.
- Cumulative forecast rollups combine opportunities from multiple forecast categories into cumulative forecast categories. This setting is the default.

Watch a video to learn how cumulative rollups work.

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

Note The examples in this topic use the four forecast categories that are enabled by default. You can show a Most Likely category in Lightning Experience, rename single category rollups, and rename cumulative rollups. When added, Most Likely appears in the forecasts grid between Commit and Best Case.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
        <col style="width:24.570024570024568%">
        <col style="width:36.60933660933661%">
        <col style="width:38.82063882063882%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d25685e91">Rollup Method</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d25685e94">Column Name on the Forecasts Page</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d25685e97">Opportunities That Roll Up to It</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="Rollup Method" class="slds-cell-wrap" rowspan="4" style="vertical-align:top;" headers="d25685e91 ">
            <strong>Single Category</strong>
          </td>

          <td data-label="Column Name on the Forecasts Page" class="slds-cell-wrap" style="vertical-align:top;" headers="d25685e94 ">Pipeline</td>

          <td data-label="Opportunities That Roll Up to It" class="slds-cell-wrap" style="vertical-align:top;" headers="d25685e97 ">Pipeline</td>

        </tr>
        <tr class="">
          <td data-label="Column Name on the Forecasts Page" class="slds-cell-wrap" style="vertical-align:top;" headers="d25685e94 ">Best Case*</td>

          <td data-label="Opportunities That Roll Up to It" class="slds-cell-wrap" style="vertical-align:top;" headers="d25685e97 ">Best Case</td>

        </tr>
        <tr class="">
          <td data-label="Column Name on the Forecasts Page" class="slds-cell-wrap" style="vertical-align:top;" headers="d25685e94 ">Commit*</td>

          <td data-label="Opportunities That Roll Up to It" class="slds-cell-wrap" style="vertical-align:top;" headers="d25685e97 ">Commit</td>

        </tr>
        <tr class="">
          <td data-label="Column Name on the Forecasts Page" class="slds-cell-wrap" style="vertical-align:top;" headers="d25685e94 ">Closed</td>

          <td data-label="Opportunities That Roll Up to It" class="slds-cell-wrap" style="vertical-align:top;" headers="d25685e97 ">Closed</td>

        </tr>
        <tr class="">
          <td data-label="Rollup Method" class="slds-cell-wrap" rowspan="4" style="vertical-align:top;" headers="d25685e91 ">
            <strong>Cumulative</strong>
          </td>

          <td data-label="Column Name on the Forecasts Page" class="slds-cell-wrap" style="vertical-align:top;" headers="d25685e94 ">Open Pipeline</td>

          <td data-label="Opportunities That Roll Up to It" class="slds-cell-wrap" style="vertical-align:top;" headers="d25685e97 ">
            <ul>
              <li>Pipeline</li>

              <li>Best Case</li>

              <li>Commit</li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="Column Name on the Forecasts Page" class="slds-cell-wrap" style="vertical-align:top;" headers="d25685e94 ">Best Case Forecast</td>

          <td data-label="Opportunities That Roll Up to It" class="slds-cell-wrap" style="vertical-align:top;" headers="d25685e97 ">
            <ul>
              <li>Best Case</li>

              <li>Commit</li>

              <li>Closed</li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="Column Name on the Forecasts Page" class="slds-cell-wrap" style="vertical-align:top;" headers="d25685e94 ">Commit Forecast</td>

          <td data-label="Opportunities That Roll Up to It" class="slds-cell-wrap" style="vertical-align:top;" headers="d25685e97 ">
            <ul>
              <li>Commit</li>

              <li>Closed</li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="Column Name on the Forecasts Page" class="slds-cell-wrap" style="vertical-align:top;" headers="d25685e94 ">Closed Only</td>

          <td data-label="Opportunities That Roll Up to It" class="slds-cell-wrap" style="vertical-align:top;" headers="d25685e97 ">Closed</td>

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

\* If forecasts adjustments are enabled and configured to show in columns, these column names are My Best Case and My Commit, respectively.

## Advantages of Cumulative Forecast Rollups

With single category rollups, each total and subtotal represents opportunities from only one of the forecast categories. With this type of rollup, if forecast users want to see the total that they’re going to bring for the month or quarter, they add the Best Case, Commit, and Closed forecasts together.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:20%">
          <col style="width:20%">
          <col style="width:20%">
          <col style="width:20%">
          <col style="width:20%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="5" style="vertical-align:top;" id="d25685e255">Example: Single Category Rollups</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Example: Single Category Rollups" class="slds-cell-wrap" rowspan="2" style="vertical-align:top;" headers="d25685e255 ">
              <strong>Forecast amounts</strong>
            </td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d25685e255 ">Closed</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d25685e255 ">Commit</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d25685e255 ">Best Case</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d25685e255 ">Pipeline</td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d25685e255 ">$50</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d25685e255 ">$100</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d25685e255 ">$150</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d25685e255 ">$200</td>

          </tr>
          <tr class="">
            <td data-label="Example: Single Category Rollups" class="slds-cell-wrap" rowspan="2" style="vertical-align:top;" headers="d25685e255 ">
              <strong>Opportunities</strong>
            </td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d25685e255 ">Closed</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d25685e255 ">Commit</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d25685e255 ">Best Case</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d25685e255 ">Pipeline</td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d25685e255 ">$50</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d25685e255 ">
              <ul>
                <li>$50</li>

                <li>$50</li>

              </ul>
            </td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d25685e255 ">
              <ul>
                <li>$50</li>

                <li>$50</li>

                <li>$50</li>

              </ul>
            </td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d25685e255 ">
              <ul>
                <li>$50</li>

                <li>$50</li>

                <li>$50</li>

                <li>$50</li>

              </ul>
            </td>

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

With cumulative rollups, the forecast columns show cumulative amounts from the opportunities in the named forecast category and subsequent categories in your sales pipeline. This view makes it easy for sales team members to see the total numbers that they’re likely to bring in without combining the category totals themselves.

For example, this table shows the cumulative forecast rollup amounts when there are four Pipeline, three Best Case, two Commit, and one Closed opportunity, each worth $50.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:20%">
          <col style="width:20%">
          <col style="width:20%">
          <col style="width:20%">
          <col style="width:20%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="5" style="vertical-align:top;" id="d25685e399">Example: Cumulative Rollups</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Example: Cumulative Rollups" class="slds-cell-wrap" rowspan="2" style="vertical-align:top;" headers="d25685e399 ">
              <strong>Forecast amounts</strong>
            </td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d25685e399 ">Closed Only</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d25685e399 ">Commit Forecast</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d25685e399 ">Best Case Forecast</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d25685e399 ">Open Pipeline</td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d25685e399 ">$50</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d25685e399 ">$150</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d25685e399 ">$300</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d25685e399 ">$450</td>

          </tr>
          <tr class="">
            <td data-label="Example: Cumulative Rollups" class="slds-cell-wrap" rowspan="2" style="vertical-align:top;" headers="d25685e399 ">
              <strong>Opportunities</strong>
            </td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d25685e399 ">Closed</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d25685e399 ">Commit</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d25685e399 ">Best Case</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d25685e399 ">Pipeline</td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d25685e399 ">$50</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d25685e399 ">
              <ul>
                <li>$50</li>

                <li>$50</li>

              </ul>
            </td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d25685e399 ">
              <ul>
                <li>$50</li>

                <li>$50</li>

                <li>$50</li>

              </ul>
            </td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d25685e399 ">
              <ul>
                <li>$50</li>

                <li>$50</li>

                <li>$50</li>

                <li>$50</li>

              </ul>
            </td>

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

- **[Select a Pipeline Forecast Rollup Method](https://help.salesforce.com/s/articleView?id=sales.forecasts3_enable_cumulative_columns.htm&release=264.0.0&type=5)**  
    Choose between cumulative rollup columns or single category columns. Single category rollups are selected by default, but you can change this setting as needed.