Let your team see sales quotas and quota attainment percentages on the forecasts page.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Performance, and Developer Editions and in Enterprise and Unlimited Editions with Sales |
| User Permissions Needed | |
|---|---|
| To view the Forecasts Settings page: |
View Setup and Configuration AND View All Forecasts OR Allow Forecasting OR delegated forecast manager |
| To edit the Forecasts Settings page: | Customize Application |
Before you start, make sure that you’re working in Lightning Experience and that Salesforce Forecasting is turned on.
- From Setup, in the Quick Find box, enter Forecasts Settings, and then select Forecasts Settings.
- In the Show Quotas section, select Show quotas.
- Save your changes.
Warning
If you disable forecasting, quotas are disabled.
If you delete or deactivate a forecast type, the related quotas are purged.