Salesforce Docs Portal

Build Custom Forecasts Pages That Work for Your Business

Using Lightning App Builder, create custom forecasts pages that include all the information your sales leaders require to drive accurate forecasts that support your unique business needs. Build pages that contain standard and custom components that fit your unique sales process.

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 use Salesforce Forecasting: View All Forecasts OR Allow Forecasting OR Delegated forecast manager status
To create pages in Lightning App Builder: Customize Application
To view pages in Lightning App Builder: View Setup and Configuration

Custom forecasts pages are available for desktop only.

  1. Make sure that Salesforce Forecasting is enabled.
  2. To navigate to Lightning App Builder, from the forecasts page, select
    Or access Lightning App Builder in Setup. From Setup, in the Quick Find box, enter App Builder, and then select Lightning App Builder. Click New, and then select Forecasts Page.
  3. Add the Forecasts Header component, which viewers of the page use to select what data shows in other forecast-related parts of the page. We recommend that each forecasts page contains a header.
  4. Add the standard and custom components that you want to include on the page.
    For the best experience, we recommend adding the Forecast Summary component to show the actual forecast data for each period and the Forecast Opportunity List component to show the opportunities that contribute to the forecast. If Einstein Forecasting is enabled, Einstein predictions show in a slide-out panel when users select a cell in the Einstein Prediction column on the forecasts page. No additional components are necessary to show Einstein Forecasts predictions.
  5. For each component you add to the page, select the component and configure its individual properties.
  6. To view and edit the page properties and to add a page description, click the empty area of the canvas and enter the information about your page.
  7. Save the page.
  8. Activate the page for the org, user profile, or an app.

See Also