---
schema_version: "1"
id: a1b5d0f8487d572e1bc5144b17a6f4893604c7a2a5ae7744d3bd6076c683c83e
title: Select a Forecast Rollups Method in Pipeline Inspection
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/pipeline_inspection_setup_rollups.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.pipeline_inspection_setup_rollups.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 7bb563e7e641896c282d4a22dfcfaed1bd95ce930b1357fee1107142913519c5
description: 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.
products:
  - Sales Cloud
release: "264"
---
# Select a Forecast Rollups Method in Pipeline Inspection

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

<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;"><a href="https://help.salesforce.com/s/articleView?id=sales.pipeline_inspection_editions.htm&amp;release=264.0.0&amp;type=5" title="Learn about the editions and user interfaces that support Pipeline Inspection.">View supported editions</a>.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
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        <thead class="slds-text-title_caps ">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d6691e58">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d6691e58 ">To select a forecast rollup method:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d6691e58 ">
              <p>Customize Application</p>
              <p style="margin-bottom:0;">OR</p>
              <p style="margin-bottom:0;">Modify All Data</p>
            </td>

          </tr>
        </tbody>
      </table>

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.

1. From Setup, in the Quick Find box, enter Pipeline Inspection, and then select **Pipeline Inspection Setup**.
2. 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.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_pipe_visibility-264-0-0-production-enus/75640128-02d2-4752-84b3-eb077e12fb74/images/icon_note.png)

Note The forecast rollup method you select in Pipeline Inspection is separate from the forecast rollup setting for Salesforce Forecasting.

#### See Also

- [Turn On Pipeline Inspection](https://help.salesforce.com/s/articleView?id=sales.pipeline_inspection_setup_enable.htm&release=264.0.0&type=5 "To get your sales teams started managing their pipelines, turn on and configure Pipeline Inspection.")
- [Manage Pipeline Inspection Metrics](https://help.salesforce.com/s/articleView?id=sales.pipeline_inspection_setup_metrics_changes.htm&release=264.0.0&type=5 "Show metrics groups so your sales teams can view their pipelines with forecast categories or metrics that indicate changes over time.")
- [Considerations for Setting Up Pipeline Inspection](https://help.salesforce.com/s/articleView?id=sales.pipeline_inspection_considerations.htm&release=264.0.0&type=5 "Review important considerations before setting up and configuring Pipeline Inspection.")