---
schema_version: "1"
id: 11c0cb066a1c5fc570a9b692a667f517f5074757a9e02f8fdd10d5ed65d5db07
title: Get Forecast Guidance from Agentforce
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/forecasts3_forecastguidance.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.forecasts3_forecastguidance.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 2bb1050bb7d905bd687f3b4c5091bad5015cf55db138484339e89225fafee36c
description: Set up the Get Forecast Guidance standard agent action so that sales managers can quickly receive insights on their team’s performance, calculate a sales rep’s gap-to-quota for Commit and Most Likely, and analyze opportunities for any risks.
products:
  - Sales Cloud
release: "264"
---
# Get Forecast Guidance from Agentforce

Set up the Get Forecast Guidance standard agent action so that sales managers can quickly receive insights on their team’s performance, calculate a sales rep’s gap-to-quota for Commit and Most Likely, and analyze opportunities for any risks.

### 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: <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions with the Einstein for Sales add-on</td></tr></tbody></table>

- **[Set Up Forecast Guidance Agent Action](https://help.salesforce.com/s/articleView?id=sales.forecasts3_setup_forecast_guidance.htm&release=264.0.0&type=5)**  
    Use generative AI to give sales managers clear insight into how their sales reps are performing. When users ask an agent how a specific sales rep is doing, the Get Forecast Guidance action calculates how that rep is tracking to meet their quota and identifies any risky deals.
- **[Defining the Forecast Guidance You Receive from an Agent](https://help.salesforce.com/s/articleView?id=sales.forecasts3_forecast_guidance_flow.htm&release=264.0.0&type=5)**  
    The Get Forecast Guidance agent action that sales managers can use to quickly view their sales rep’s forecasts is powered by a flow. Users with access can modify the flow in Flow Builder to control and better define the forecast insights they receive from the action. Define the formulas used, the number of opportunities shown, and the criteria for what makes an opportunity risky, in a way that brings the most value to sellers and managers.