---
schema_version: "1"
id: 968b2b697b0211464f4c975b85193c20fba3d10fff3adad7ce0f335ef5eba5c5
title: Configure and Activate Pipeline Forecast Types
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/forecasts3_enabling_data_sources.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.forecasts3_enabling_data_sources.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 364ac709a0a9d631496c9222087b9b112f0508bd3ab02902f73162bfd344c6f0
description: Let your sales team choose between forecast types to project sales from multiple perspectives.
products:
  - Sales Cloud
release: "264"
---
# Configure and Activate Pipeline Forecast Types

Let your sales team choose between forecast types to project sales from multiple perspectives.

### 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><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Custom measure forecasts available in: <strong>Performance</strong> Edition and in <strong>Unlimited</strong> Edition 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="d25971e85">User
              Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d25971e85 ">To create and manage a forecast type:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d25971e85 ">
              <p>Customize Application </p>
              <p>AND</p>
              <p style="margin-bottom:0;">View Setup and Configuration
              </p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d25971e85 ">To customize the opportunity list in a forecast type: </td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d25971e85 ">
              <p>Customize Application </p>
              <p style="margin-bottom:0;">AND</p>
              <p style="margin-bottom:0;"> Manage Public List Views</p>
            </td>

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

Forecast types start with selecting the object you want to forecast on. Before creating a forecast type, make sure that you’re working in Lightning Experience. Also make sure that the object you want to use in the forecast type is set up correctly. Check your [field-level security settings](https://help.salesforce.com/s/articleView?id=sfadmin_fls.htm&language=en_US), and make sure that the opportunity Amount and Quantity fields, and any fields you want to forecast on are visible.

In addition, check the following based on the object you plan to use.

- To forecast on Opportunity Split, make sure that [opportunity splits](https://help.salesforce.com/s/articleView?id=sales.teamselling_opp_splits_enable.htm&type=5&language=en_US) are enabled.
- To forecast on Opportunity Product Split, make sure that [opportunity product splits](https://help.salesforce.com/s/articleView?id=sales.teamselling_set_up_product_splits.htm&type=5&language=en_US) are enabled.
- To forecast on Line Item Schedule, make sure that [product schedules](https://help.salesforce.com/s/articleView?id=sales.enabling_schedules.htm&type=5&language=en_US) is enabled, and that the Service Date field on OpportunityLineItem or the Product Family field on Product2 is available.
- To group forecasts into unique segments, make sure that you have custom picklists defined or product families defined.

1. From Setup, in the Quick Find box, enter Forecasts Settings, and then select **Forecasts Settings**.
2. In the Available Forecasts Types section, click **Create a Forecast Type** and follow the onscreen setup flow to define and save the forecast type.
3. To complete the setup flow, click **Done**.
    
    The new forecast type appears in the list of available types on the Forecasts Settings page. Your new type has an inactive status.
4. To make the new forecast type available on the forecasts page, return to the Forecasts Settings page and select **Activate** from the quick actions for the forecasts type.
    
    You can have up to four active pipeline forecast types at one time. If you require more active forecast types, contact Salesforce Customer Support. To edit an active forecast, such as changing the custom columns, or choosing the columns to display, select the action you need from the quick actions list for the active forecast. Filter definitions aren’t editable after activating or reactivating a forecast type.

If you select to group by product family, return to Forecasts Settings and select the families to use in the Manage Product Family Groupings section.

![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 Deactivating a forecast type deletes the related forecasting data If the forecast type is reactivated, the filter definitions aren’t editable.

#### See Also

- [Pipeline Forecast Types](https://help.salesforce.com/s/articleView?id=sales.forecasts3_forecast_types_overview.htm&release=264.0.0&type=5 "Forecast types represent your sales teams’ projected sales from a different perspective. Each type can be set up to use different data, measures, dates, and filters to gather the forecast information that is most relevant to your business.")