Make forecast decisions with all the data that matters to your business, even if that
data isn’t maintained in Salesforce. Add external data, such as stretch quotas or internal booking
target, and show it in a custom column on the forecasts page. Having all the information used to
create forecasts in one place helps you create generate more precise forecasts without having to
turn to other resources.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, and Unlimited
Editions with Sales |
| User Permissions Needed |
| To manage fields that store the forecast data to reference: |
Manage Forecasting Custom Data |
| 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 page that includes any combination of columns that
show custom calculations or reference data.
Before adding the custom column to a forecast type, ensure that custom number or currency
fields are available in the Forecasting Custom Data object.
-
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 the forecast type you want to add your own data to.
-
Click Add Custom Column.
-
Select Reference Data as the column type.
-
Select the custom field that has the data you want to show. Only custom currency and custom
number fields in the Forecasting Custom Data object are available to select.
Ensure that the column name helps to identify the data available in the column and that
the data type matches the type of data available in the field.
-
Save the custom column and click Done to return to the Forecast
Settings page.
-
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.
