Including Opportunities in Forecast

For an opportunity to be included in forecasts, the Add to Forecast option on the Opportunity detail view must be selected.

The Forecast detail view Opportunities tab lists the assigned user’s included opportunities with a closed-won date or expected close date between the forecast start and end dates.

You can update multiple opportunities simultaneously using the Update common task on the Opportunities List view.

To include a single opportunity in forecasts:

  1. Click Opportunities on the navigation bar.
  2. Find the opportunity to edit, and then click the opportunity description.
  3. Select the Add to Forecast option on the Opportunity Detail view.
  4. Click Save.