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Add Values to Forecast Category

Opportunities & Quotes

We'd like to be able to add/change values to the Forecast Category in the Opportunity field. The curent values (Omitted, Pipleine, Best Case, Commit, Closed) are not sufficient for our needs.

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Latest Comment from Salesforce

  • Mike Wey - 2 months ago

    Hi Community, this idea is resurfaced and is included in the next cycle of IdeaExchange Prioritization from Jan. 18 - Feb. 1. It would enable additional Forecast Category on the Opportunity object, and allow editing of Forecast Category labels. This Forecast Category would be included in Forecasting rollups. Help us determine if we should prioritize this feature over others on our product roadmap as we begin planning for Winter '22 and beyond. Click the Prioritization tab above or visit https://sfdc.co/Prioritization
     
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