---
schema_version: "1"
id: 1b107c3b754211d4e521c52b867ddc8efe996a84b0ed3e18a45de10eaad19de2
title: Salesforce Forecasting
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/forecasts3_intro.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.forecasts3_intro.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f287d96381aecd59ae083bd1cf47a01ab8e795fce79060cdfb0647da7ec7127f
description: 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.
products:
  - Sales Cloud
release: "264"
---
# 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

<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>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer </strong>Editions</td></tr></tbody></table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_pipe_visibility-264-0-0-production-enus/75640128-02d2-4752-84b3-eb077e12fb74/images/icon_note.png)

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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:6.5420560747663545%">
          <col style="width:93.45794392523365%">
        </colgroup>
        <tbody>
          <tr class="">
            <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="width:35px;margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_pipe_visibility-264-0-0-production-enus/75640128-02d2-4752-84b3-eb077e12fb74/resources-global/_corporate/images/learning_minimap/trailhead_minimap.png" alt="Traihead resources. Icon."></span>
            </td>

            <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">
              <p>Use Trailhead to build and test your skills.</p>
              <ul>
                <li><a href="https://trailhead.salesforce.com/content/learn/modules/sales-forecasting-quick-look" target="_blank">Salesforce Forecasting:
                    Quick Look</a></li>
                <li><a href="https://trailhead.salesforce.com/content/learn/modules/sales-forecasting" target="_blank">Salesforce
                    Forecasting</a></li>
              </ul>
            </td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="width:35px;margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_pipe_visibility-264-0-0-production-enus/75640128-02d2-4752-84b3-eb077e12fb74/resources-global/_corporate/images/learning_minimap/video_minimap.png" alt="Video resources. Icon."></span>
            </td>

            <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">
              <p>Watch this video series to see forecasts in action.</p>
              <ul>
                <li><a class="doc_video_link" href="https://play.vidyard.com/fg8daxEc2p5CFeSGaaftcC" target="_blank"><span class="doc_video_title">Forecast with Confidence Using
                      Salesforce</span></a></li>
              </ul>
            </td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="width:35px;margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_pipe_visibility-264-0-0-production-enus/75640128-02d2-4752-84b3-eb077e12fb74/resources-global/_corporate/images/learning_minimap/help_minimap.png" alt="Help resources. Icon."></span>
            </td>

            <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">
              <p>Dive deeper into setup and key features in Salesforce Help.</p>
              <ul>
                <li><a href="https://help.salesforce.com/s/articleView?id=sales.forecasts3_implement_intro.htm&amp;release=264.0.0&amp;type=5" title="Set up the required features to start forecasting using Salesforce and enable additional features as you’re ready. Give forecast managers, reps, and others who need it access to the forecasts page and the features that they need.">Set Up Salesforce Forecasting</a> (Salesforce Admin)</li>
                <li><a href="https://help.salesforce.com/s/articleView?id=sales.forecasts3_overview_intro.htm&amp;release=264.0.0&amp;type=5" title="Using Salesforce for forecasting makes it easy for teams to project sales.">Project Your Sales</a> (Forecast Managers, Sales Reps)</li>
                <li><a href="https://help.salesforce.com/s/articleView?id=sales.forecasts3_reports.htm&amp;release=264.0.0&amp;type=5" title="Unlock details about forecasts and forecasts trends when you create custom report types for forecasts. For example, help managers and other stakeholders see the accuracy of planned forecasts versus adjusted and closed forecasts.">Report on Sales Projections</a> (Sales Leaders and
                  Operations)</li>
                <li><a href="https://help.salesforce.com/s/articleView?id=sales.forecasts3_forecastguidance.htm&amp;release=264.0.0&amp;type=5" title="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.">Get Forecast Guidance from
                    Agentforce</a> (Forecast Managers, Sales Reps)</li>
              </ul>
            </td>

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

## 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.

- [Sales Territories](https://help.salesforce.com/s/articleView?id=sales.tm2_intro.htm&type=5&language=en_US)
- [Revenue Intelligence](https://help.salesforce.com/s/articleView?id=sales.revenue_intelligence.htm&type=5&language=en_US)