Choose the rollup method that’s best for your sales teams. Cumulative forecast rollups are selected by default, but you can change this setting as needed.
Required Editions
| View supported editions. |
| User Permissions Needed | |
|---|---|
| To select a forecast rollup method: |
Customize Application OR Modify All Data |
With single category rollups, each Pipeline Inspection metric represents opportunities from only one of the forecast categories. If users want to see their totals for the month or quarter with this type of rollup, they add the Best Case, Commit, and Closed forecasts together manually.
With cumulative rollups, the metrics show cumulative amounts from the opportunities in the named forecast category and subsequent categories in your sales pipeline. This view makes it easy for sales team members to see the total numbers that they’re likely to bring in without combining the category totals themselves.
- From Setup, in the Quick Find box, enter Pipeline Inspection, and then select Pipeline Inspection Setup.
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In the Define How Metrics Are Grouped section, select how to organize forecast categories
in rollups.
- Single category rollups - Show one forecast category per metric.
- Cumulative forecast rollups - Show multiple related forecast categories per metric.
