---
schema_version: "1"
id: 705c0872752c0b053ed835cefbba73edd767f987d20c00dde58aefa5833b67f6
title: Opportunity Details in Pipeline Forecasts
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/forecasts3_opportunity_detail.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.forecasts3_opportunity_detail.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5292431e092a0369f210c1410b1803bf1ca0920bed1137050f1dd666c9621faa
description: Review key guidelines for viewing the opportunity details on the forecasts page.
products:
  - Sales Cloud
release: "264"
---
# Opportunity Details in Pipeline Forecasts

Review key guidelines for viewing the opportunity details on the forecasts page.

### 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: both Salesforce Classic and 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></tbody></table>

- From the forecasts page, select a forecast value. The opportunities related to that cell appear in the opportunity at the bottom of the page.
- If your sales team forecasts on product families, you can view your own or a subordinate’s opportunities for each product family that’s forecast on.

- In Lightning Experience only:
    - When you return to the opportunity list after switching the view, leaving the page, or logging out, the most recent sort appears. If the forecast view that you switched to doesn’t include the column that you sorted on, the default sort is shown.
    - Use quick actions to edit, delete, and change the owner of opportunities without leaving the forecasts page.
    - Use inline editing to edit multiple opportunities without leaving the forecasts page. The pencil icon ![Pencil icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_pipe_visibility-264-0-0-production-enus/75640128-02d2-4752-84b3-eb077e12fb74/sales_pipe_visibility/images/forecasts3/pencil.png) indicates editable fields. A lock icon ![Uneditable Field](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_pipe_visibility-264-0-0-production-enus/75640128-02d2-4752-84b3-eb077e12fb74/sales_pipe_visibility/images/forecasts3/lock12.gif) indicates noneditable fields.
- If you also use Pipeline Inspection, select the details in the opportunity row to see opportunity metrics, insights about a deal’s likelihood to close, and insights about the opportunity or its account. You also see any changes to the Amount, Close Date, Forecast Category, Probability, and Stage for individual open and in progress opportunities. Closed opportunities don’t include any visual indication of changes.
- If you have Einstein Forecasting, select a value in the Einstein Prediction column to see more details about what’s contributing to the predicted value.
- In Salesforce Classic only:
    - An opportunity that contains only a single 100% revenue split shows “--” for the split percentage in the opportunity list.
    - To view the split details for an opportunity, hover over the split percentage for the opportunity and click ![Splits Icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_pipe_visibility-264-0-0-production-enus/75640128-02d2-4752-84b3-eb077e12fb74/sales_pipe_visibility/images/forecasts3/splits.png). The Opportunity Splits details appear, showing splits that roll up to the selected forecast cell in bold. Splits on the opportunity that don’t roll up to the selected forecast cell appear in gray. Opportunities that contain only a single 100% split for the opportunity owner don’t display split details.
        
        ![Opportunity split details.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_pipe_visibility-264-0-0-production-enus/75640128-02d2-4752-84b3-eb077e12fb74/sales_pipe_visibility/images/forecasts3/forecast_splits_detail_layer.png)

#### See Also

- [Partner Portal User Opportunities in Pipeline Forecasts](https://help.salesforce.com/s/articleView?id=sales.forecasts3_prm_users.htm&release=264.0.0&type=5 "Partner portal users are external to your Salesforce org but sell your products and services through indirect sales channels. Your partner portal users use a portal to log in to Salesforce. Partners can create opportunities, and users can assign opportunities to them.")