Select a template

Note

If you have opted in for early access, see Select a template in early access for information.

You must select a template to create a forecast. The selected templates populate the Hierarchy route field that defines the entity type in your hierarchy.

To select a template, go to the Forecast configurations page and select one of the following templates:

  • Org chart forecast: Rollup columns and projections are based on your organization's reporting structure. This template uses the Manager field on the User entity for the hierarchy.

  • Territory forecast: Rollup columns and projections are based on the sales territory hierarchy.

  • Create from scratch: Allows you to create a forecast based on custom hierarchy entity on opportunity.

Forecasting is enabled

Select a template in early access

Note

This is an early access feature. You can opt in early to enable these features in your environment, which will allow you to test these features and then adopt them across your environments. For information about how to enable these features, see Opt in to early access updates.

You can select a template to create a forecast. The selected templates populate the Hierarchy route field that defines the entity type in your hierarchy. However, to create a forecast based on your custom rollup and hierarchy entities, select Create from scratch.

To select a template, go to the Forecast configurations page and select one of the following templates:

  • Org chart forecast: Rollup columns and projections are based on your organization's reporting structure. This template uses the Manager field on the User entity for the hierarchy.

  • Territory forecast: Rollup columns and projections are based on the sales territory hierarchy.

  • Product forecast: Rollup columns and projections are based on the product hierarchy.

Select template

See also

Configure forecasts in your organization

Configure forecast using custom rollup entity