Forecast submissions are your best estimate of the revenue or quantities that you expect
to close during the forecast period. Typically required weekly, the submission takes a snapshot
of your forecast at the time you make the submission. As management levels review forecast
rollups, they compare the current forecast against the submitted forecast numbers and quota, and
know that the forecast is up to date. Any differences better inform the forecast for the entire
sales team and the business.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Performance, and Developer
Editions and in Enterprise and Unlimited Editions with Sales |
On the forecasts page, use the icons in the forecast summary for each period to submit forecasts
and to review past forecast submissions.
| Icon |
Description |
|
Indicates that a forecast for the period hasn’t been submitted in the past 7
days. |
|
Indicates that a forecast for the period has been submitted in the past 7 days.
Forecast managers can review but not change forecast submissions from their direct
reports. |
