Including Opportunities in Forecast
You must select the Add to Forecast option on the Opportunity detail view for an opportunity to be included in forecasts.
The Opportunities tab in the Forecast detail view lists the assigned user 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 option in the in the Opportunities list view.
To include a single opportunity in forecasts:
- Click on the Navigation Bar.
- Find the opportunity to edit, and then click the opportunity description.
- Select the option on the Opportunity detail view.
- Click .