Salesforce Forecasting

Feel confident about your sales projections by working with live forecast rollups, visual indicators, AI predictions, and historical trends to generate accurate sales predictions. Salesforce Forecasting is also referred to as Collaborative Forecasts in some places.

Required Editions

Available in: Lightning Experience

Available in: Professional, Enterprise, Unlimited, and Developer Editions

Note

As of October 14, 2025, Data Cloud has been rebranded to Data 360. During this transition, you may see references to Data Cloud in our application and documentation. While the name is new, the functionality and content remains unchanged.

Learn More with These Resources

Use Trailhead to build and test your skills.

Watch this video series to see forecasts in action.

Forecast with Confidence Using Salesforce

Dive deeper into setup and key features in Salesforce Help.

Set Up Salesforce Forecasting (Salesforce Admin)
Project Your Sales (Forecast Managers, Sales Reps)
Report on Sales Projections (Sales Leaders and Operations)
Get Forecast Guidance from Agentforce (Forecast Managers, Sales Reps)

Explore Related Areas

Check out these product and features related to forecasts. Some items listed may not be available in your Salesforce edition or with your current license structure.