---
schema_version: "1"
id: 077fba8e0667515105c2e4d6b4d8aa3c1e7992d1e3b575fe7cd819108bb9ebe2
title: Define a Default Forecast Date Range
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/forecasts3_defining_forecasts_range.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.forecasts3_defining_forecasts_range.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 572d8a8c7a437f3a7193ea5745ebb23ede731f8685457cb4bd680c3b01bff75d
description: The forecasts grid shows forecasts for individual months or quarters and a range of months or quarters, depending on your settings. A one month forecast period is set for you, but you can change the range as needed.
products:
  - Sales Cloud
release: "264"
---
# Define a Default Forecast Date Range

The forecasts grid shows forecasts for individual months or quarters and a range of months or quarters, depending on your settings. A one month forecast period is set for you, but you can change the range as needed.

### 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">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d27404e77">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d27404e77 ">To view the Forecasts Settings page:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d27404e77 ">
              <p>View Setup and Configuration</p>
              <p>AND</p>
              <p style="margin-bottom:0;">View All Forecasts OR Allow
                Forecasting OR delegated forecast manager</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d27404e77 ">To edit the Forecasts Settings page:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d27404e77 ">Customize Application</td>

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

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

Warning If you change the time period from monthly to quarterly or quarterly to monthly, or you change the standard fiscal year, all adjustments, manager judgments, and quotas are purged. If you enable custom fiscal years, creating the first custom fiscal year deletes any quotas and adjustments in the corresponding and subsequent standard fiscal years. These changes trigger a forecast recalculation that can take significant time, depending on the quantity of your data.

You must define default forecast date ranges separately for pipeline and consumption forecasts. For consumption forecasts, you have additional display options:

- When you show forecasts by month or period, you can show or hide quarterly totals.
- When you show forecasts by quarter, you can show or hide yearly totals.

If you use custom fiscal years, your custom periods or quarters are shown. Users can forecast up to 15 months, 15 fiscal periods, or 8 quarters in the future or past. If your forecast range includes the current month, period, or quarter, the forecasts page shows the current month, period, or quarter by default. If not, the first month, period, or quarter of the range is selected.

The forecast date range becomes the default for all forecast users. Users can use this default, or they can set a different date range display for their own forecasts. After users change their individual date range displays, Salesforce admins can’t override them. However, when changing the period display from monthly to quarterly or quarterly to monthly, the change is reflected in all users’ forecasts.

Before you start, make sure that you’re working in Lightning Experience and that [forecasting is turned on](https://help.salesforce.com/s/articleView?id=sales.forecasts3_defining_forecasts_settings.htm&release=264.0.0&type=5 "Starting in Winter ‘24, forecasting is automatically enabled with default pipeline forecasting settings configured for you. In orgs created before Winter ‘24, you can manually enable forecasting and take advantage of the same default settings for your opportunity-based forecasts. To update the configuration to meet your business processes, visit the Forecasts Settings page in Salesforce Setup.").

1. From Setup, in the Quick Find box, enter Forecasts Settings, and then select **Forecasts Settings**.
2. In the Choose a Default Date Range section, click **Edit**.
3. Select a period, when to start, and the number of periods to show.
    
    We show a preview of your date range.
4. Save your changes.

#### See Also

- [Change Your Forecast Date Range on the Forecasts Page](https://help.salesforce.com/s/articleView?id=sales.forecasts3_setting_user_forecasts_date_range.htm&release=264.0.0&type=5 "Your Salesforce admin sets up a default forecast date range display. For example, your default can be three months into the future. Use this range, or change the date range that’s shown for your own forecast.")
- [Managing Common Pipeline Forecast Types](https://help.salesforce.com/s/articleView?id=sales.forecasts3_types_intro.htm&release=264.0.0&type=5 "Forecasts types specify how Salesforce calculates forecasts and projects sales from a different perspective. Learn about managing these common pipeline forecast types.")