Keep your sales team informed about what’s happening at every level and let them see forecast rollups across your business.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited with Sales, and in Agentforce 1 Sales Edition |
Configure your forecast types to automatically roll up forecasts to the highest level in your sales organization based on user role hierarchy. You can set up to three levels of hierarchy in forecast rollups, allowing your sales team to analyze forecasts by each service or product, account, and user.
At level 1, the Users dimension is selected by default and you can't change it. At level 2 and 3, you can select the dimensions based on which you want to roll up forecasts.
For example, to roll up the forecasts of consumption revenue from computing storage services to accounts and users, set dimensions as specified in this table.
| levels | DMO | Select the field that contains... |
|---|---|---|
| Level 1 | Accounts | User IDs |
| Level 2 | Accounts | Account names |
| Level 3 | StorageService | Service names |
- From Setup, in the Quick Find box, enter Forecasts Settings, and then select Forecasts Settings.
- In the Available Consumption Forecast Types section, click Add a Forecast Type or open the forecast type in which you want to set forecast rollup dimensions.
- Open the Define How Your Data Rolls Up to a Business Dimension section and set the dimensions based on your business use case.
- Click Save & Close.