Keep in mind important considerations and guidelines when building custom forecasts pages using Lightning App Builder.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Professional, Performance, and Developer Editions and in Enterprise and Unlimited Editions with Sales |
- If a custom page isn’t active for a user’s profile or your company, a default forecasts page is used and contains the forecasts components: Forecasts Header, Forecasts Summary, and Forecasts Opportunity List.
- Use the default template for the forecasts page type, or create your own compatible template to change the layout.
- To work correctly, each forecasts page requires a Forecasts Header component, which includes the selections for data range and other settings. For the best experience, include the Forecasts Summary and Forecasts Opportunity List components.
- To avoid unnecessary scrolling when the forecasts page loads, the focus is directed to the Forecasts Summary component. Place that component near the top of the page.
- If you include the Tab and Accordion components on your page, the components nested in those tabs don’t respond to selections made in the Forecasts Header on the page. Tab and Accordion components work best for components that aren’t dependent on forecasting.
- The forecasts page type supports custom Lightning Web Components and Aura components.
- Custom components added to a forecast page can respond to data published from the Forecasts Header, Forecasts Summary, and Forecasts Opportunity List components. However, the forecasts components themselves aren’t able to respond to data published from a custom component.