Show your reps how sales numbers measure up in a period while taking advantage of everything Lightning Experience has to offer. Help teams project sales revenue and quantities from the opportunity pipeline, including opportunity splits and custom opportunity currency fields, without switching to Salesforce Classic. This feature is new in Lightning Experience.
|Available in: Professional (no custom field forecasts), Enterprise, Performance, Unlimited, and Developer Editions|
|Opportunity Splits available in: Performance and Developer Editions and in Enterprise and Unlimited Editions with the Sales Cloud|
- Reps see a summary of sales forecasts (1) and related opportunities (2) by clicking the Forecasts tab (3).
- Take advantage of the forecasts page’s faster performance.
- Reps select forecast type, currency, period range, and quota display options from one dropdown list (4).
- Show a rep’s user profile photo next to the rep’s name (5).
From Setup, use App Manager to add a Forecasts tab for your users, and you’re ready to go!