---
schema_version: "1"
id: a7294179e51bc3f986b78b6586656fae15ec1a0f71c28e8d2ab7068332d6f008
title: Build Custom Forecasts Pages That Work for Your Business
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/forecasts3_custom_page_build.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.forecasts3_custom_page_build.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 9b2b49b2f70e77844ca92276478e684adc8a49655a659c6ab10bd691dec986d7
description: 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.
products:
  - Sales Cloud
release: "264"
---
# 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

<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">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d7494e76">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d7494e76 ">To use Salesforce Forecasting:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d7494e76 ">View All Forecasts OR Allow Forecasting OR Delegated forecast manager status </td>

          </tr>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d7494e76 ">To create pages in Lightning App Builder:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d7494e76 ">Customize Application</td>

          </tr>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d7494e76 ">To view pages in Lightning App Builder:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d7494e76 ">View Setup and Configuration</td>

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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

- [Activate and Assign Custom Forecasts Pages](https://help.salesforce.com/s/articleView?id=sales.forecasts3_custom_page_activate.htm&release=264.0.0&type=5 "After building a custom forecasts page using Lightning App Builder, activate the page and assign it so sales leaders can see and use it. The page you built doesn’t appear until it’s activated.")
- [Considerations for Custom Forecasts Pages](https://help.salesforce.com/s/articleView?id=sales.forecasts3_custom_page_considerations.htm&release=264.0.0&type=5 "Keep in mind important considerations and guidelines when building custom forecasts pages using Lightning App Builder.")
- [Lightning App Builder](https://help.salesforce.com/s/articleView?id=platform.lightning_app_builder_overview.htm&type=5&language=en_US)