Collaborative Forecasts types
Key Takeaway
A forecast type sets how a forecast is calculated: the object and the field that rolls up, the date that decides the period, and the hierarchy the totals roll up through.
A forecast type tells Salesforce how to calculate a sales forecast. Each type can use different data, dates and filters, so each one shows projected sales from a different perspective. An admin can set up several types to give sales teams several views of projected sales.
What a forecast type is built from
You build a forecast type from a few choices. Salesforce also defines a default forecast type for you, and the last column shows what it uses.
| What it sets | Default forecast type | |
|---|---|---|
| Object | The object the forecast is based on | Opportunity |
| Measure | The field that rolls up | Amount |
| Date type | The date that decides which period an amount lands in | Close date |
| Hierarchy | The hierarchy the totals roll up through: user role or territory | User role hierarchy |
You can also add filters and group the forecast into segments.
You can change these parts of the default forecast type:
- Opportunity list
- Summary columns
- Filters
- Custom columns
You can also create your own forecast types to fit the business.