---
schema_version: "1"
id: a9e146e52e5178390f5656c19648f695d42414f431142d8160d824dda41e8a12
title: Considerations for Disabling Salesforce Forecasting Features
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/forecasts3_disabling_help.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.forecasts3_disabling_help.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: fe2455f3b346a374e11a3d093fc406e1c3ef5272dc7e45ab76d4c0bcbb6c1c33
description: Before you disable any forecasting features, find out how data is affected.
products:
  - Sales Cloud
release: "264"
---
# Considerations for Disabling Salesforce Forecasting Features

Before you disable any forecasting features, find out how data is affected.

### 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>

Disabling certain functionality can result in purged quota and adjustment data, so consider exporting your data before disabling anything. When you complete your setting changes, you can import the data back into Salesforce. Exceptions:

- If you change your time period from monthly to quarterly or from quarterly to monthly, you can’t import your quota or adjustments data back into Salesforce. The existing values don’t align with your new periods.
- If you’ve enabled territory forecasts and you change any territory data, you can’t import your quota or adjustments data back into Salesforce. The existing values don’t align with the new territory data.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d23983e86">If you...</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d23983e89">These items are purged...</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="If you..." class="slds-cell-wrap" style="vertical-align:top;" headers="d23983e86 ">Turn off forecasts</td>

          <td data-label="These items are purged..." class="slds-cell-wrap" style="vertical-align:top;" headers="d23983e89 ">Adjustments (your forecast hierarchy stays in place)</td>

        </tr>
        <tr class="">
          <td data-label="If you..." class="slds-cell-wrap" style="vertical-align:top;" headers="d23983e86 ">Deactivate a forecast type</td>

          <td data-label="These items are purged..." class="slds-cell-wrap" style="vertical-align:top;" headers="d23983e89 ">
            <p>Quotas and adjustments for that forecast type. </p>
            <p style="margin-bottom:0;">For the best reporting
              experience, manually remove manager judgments for opportunities included in the
              forecast type.</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="If you..." class="slds-cell-wrap" style="vertical-align:top;" headers="d23983e86 ">Change adjustment settings</td>

          <td data-label="These items are purged..." class="slds-cell-wrap" style="vertical-align:top;" headers="d23983e89 ">Adjustments</td>

        </tr>
        <tr class="">
          <td data-label="If you..." class="slds-cell-wrap" style="vertical-align:top;" headers="d23983e86 ">Change the monthly period to quarterly periods, or the quarterly period to
            monthly periods</td>

          <td data-label="These items are purged..." class="slds-cell-wrap" style="vertical-align:top;" headers="d23983e89 ">Quotas, adjustments, and forecast submission history</td>

        </tr>
        <tr class="">
          <td data-label="If you..." class="slds-cell-wrap" style="vertical-align:top;" headers="d23983e86 ">Change the rollup type </td>

          <td data-label="These items are purged..." class="slds-cell-wrap" style="vertical-align:top;" headers="d23983e89 ">Adjustments and forecast submission history</td>

        </tr>
        <tr class="">
          <td data-label="If you..." class="slds-cell-wrap" style="vertical-align:top;" headers="d23983e86 ">Remove the Allow Forecasting permission from a user</td>

          <td data-label="These items are purged..." class="slds-cell-wrap" style="vertical-align:top;" headers="d23983e89 ">Removes all forecasting data for the user, including historical trending data for
            Forecasting Item</td>

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

To disable forecasts, contact Salesforce.

When adjustments are purged from forecasts, the underlying data on which the forecasts are based isn’t affected.

#### See Also

- [Turn On Salesforce Forecasting and Define Forecast Settings](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.")