---
schema_version: "1"
id: f22c846b11cd18191ccb270bdcd4b4c50bc82784d19476c82bd697e9c4def86a
title: Select a Pipeline Forecast Rollup Method
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/forecasts3_enable_cumulative_columns.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.forecasts3_enable_cumulative_columns.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 4461655db616fc6fb49c52ecd203e51f84d8a24e60383d6fe0fb534fa619e1a1
description: Choose between cumulative rollup columns or single category columns. Single category rollups are selected by default, but you can change this setting as needed.
products:
  - Sales Cloud
release: "264"
---
# Select a Pipeline Forecast Rollup Method

Choose between cumulative rollup columns or single category columns. Single category rollups are selected by default, but you can change this setting 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="d23504e73">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d23504e73 ">To view the Forecasts Settings page:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d23504e73 ">
              <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="d23504e73 ">To edit the Forecasts Settings page:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d23504e73 ">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 Switching from one rollup method to another deletes adjustments for all active forecast types.

Before you start, make sure that you’re working in Lightning Experience and that [Salesforce 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 Manage Forecast Rollups section, click **Edit**, and select how to organize forecast categories in rollups.
3. Save your changes.