Forecast submissions are sales reps’ or managers’ best estimates of the revenue or
quantities they expect to close during the forecast period. As management levels within the sales
organization review forecast rollups, they compare the current forecast against the submitted
forecast numbers and quota.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Performance, and Developer
Editions and in Enterprise and Unlimited Editions with Sales |
| User Permissions
Needed |
| To enable forecast submissions: |
Customize Application |
When enabled, forecast submissions are available on active forecast types that don't include
product families or other forecast groups.
-
From Setup, in the Quick Find box, enter Forecasts Settings, and
then select Forecasts Settings.
-
Turn on Forecast Submissions.
-
Save your changes.