1. From Setup, enter Forecasts Settings in the Quick Find box, then select Forecasts Settings. If Collaborative Forecasts isn’t enabled,select Enable forecasts.
2. If you don’t have a forecast type enabled, click Add a ForecastType. To enable another forecast type, click Add another forecasttype.
3. Select the forecast type that you want to add. Depending on your configurations, you can choose Opportunities, Opportunity Splits, Overlay Splits, Product Families, or a custom opportunity currency field.
4. Select the forecast measurement that you want touse—Revenue or Quantity. If you want forecasts for both, add separate forecast types for each. Not every forecast type supports both measurements. For example, Opportunity Splits forecasts work only with revenue.
5. For opportunity revenue and quantity forecasts, choose the forecast date type to use: close date, product date, or schedule date.
6. If you’re using Lightning Experience and you selected product family forecasts, specify the product families that your users can forecast on and the order they appear in. If you selected product family forecasts and you don’t specify product families, users see an error message and can’t access the forecasts page.
7. Select the fields that appear in the opportunity pane of a forecasts page.You can choose a different set of fields for each forecast type.
8. Click OK.
9. Enable forecasts adjustments for your company and for specific users.
10. Enable cumulative forecast rollups.
11. Under Configure the Default Forecast Display, select a forecast period. Standard and custom fiscal years are supported.
12. Under Configure the Default Forecast Display, select abeginning period and the number of periods to show. This setting becomes the default for all Collaborative Forecasts users until they change it on the forecasts page.
13. If you need to, customize your Forecast Categories.
14. If your company uses multiple currencies, select the currency in which your users forecast.
15. Enable quotas.
16. Save your changes.
17. Enable users who need to use Collaborative Forecasts.
18. Set up your forecasts hierarchy to determine how forecasts roll up and who can view and adjust them.
19. Add a Forecasts tab and make sure it’s visible to the users who need it.
20. Return to the Forecasts Settings page to update settings as needed.