---
schema_version: "1"
id: 234e61fc000fadfd823b07317bc3dbc7b9c2eafada727129ce49f22ed646615b
title: Determine How to Roll Up Forecasts
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/forecasts_consumption_determine_forecast_rollups.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.forecasts_consumption_determine_forecast_rollups.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e8bc2beb1c588620714655c8754f8092e027fc9a88f9541680e30eb2ce13af8c
description: Keep your sales team informed about what’s happening at every level and let them see forecast rollups across your business.
products:
  - Sales Cloud
release: "264"
---
# Determine How to Roll Up Forecasts

Keep your sales team informed about what’s happening at every level and let them see forecast rollups across your business.

### 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: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong> with Sales, and in <strong>Agentforce 1 Sales Edition</strong></td></tr></tbody></table>

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 |

1. From Setup, in the Quick Find box, enter Forecasts Settings, and then select **Forecasts Settings**.
2. 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.
3. Open the Define How Your Data Rolls Up to a Business Dimension section and set the dimensions based on your business use case.
4. Click **Save & Close**.