1. Make sure that the following are enabled.Collaborative ForecastsAt least one custom opportunity currency fieldTeam Selling and Opportunity SplitsA custom opportunity split type based on the custom field
2. Collaborative Forecasts
3. At least one custom opportunity currency field
4. Team Selling and Opportunity Splits
5. A custom opportunity split type based on the custom field
6. From Setup, enter Forecasts Settings in the QuickFind box, then select Forecasts Settings.
7. Enable up to four forecast types.If you don’t have forecast types enabled, click Add a Forecast Type.If you have at least one forecast type enabled, click Add Another Forecast Type.
8. If you don’t have forecast types enabled, click Add a Forecast Type.
9. If you have at least one forecast type enabled, click Add Another Forecast Type.
10. From the Forecast Type menu, choose the name of the custom opportunity split type that you created based on your custom opportunity field. Revenue is the only forecast measurement available for custom field forecasts.
11. Choose the columns to display in the related opportunities list on the forecasts page for the custom field forecast. Include the Split column to make it easy for Collaborative Forecasts users to see the split amounts on each opportunity.
12. Click OK, and then save your changes.