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Change Your Forecast Date Range on the Forecasts Page

Your Salesforce admin sets up a default forecast date range display. For example, your default can be three months into the future. Use this range, or change the date range that’s shown for your own forecast.

Required Editions

Available in: both Salesforce Classic and Lightning Experience
Available in: Professional, Performance, and Developer Editions and in Enterprise and Unlimited Editions with Sales
User Permissions Needed
To use Salesforce Forecasting:

View All Forecasts

OR

Allow Forecasting

OR

Delegated forecast manager status
To access role-based forecasts in Lightning Experience: View Roles and Role Hierarchy

The range that you select is relative to the current month or quarter. For example, in January, you select January as your beginning month and April as the ending month. In February, the date range becomes February to May, and so on. Your date range selection remains until you choose another one.

  1. Click the Forecasts tab.
  2. If you’re using Lightning Experience, select the Showing dropdown. If you’re using Salesforce Classic, click Change in the rollup table.
  3. Select a beginning and ending period.
  4. Save your changes.

See Also