How to Forecast Opportunities in Salesforce
If your organization has enabled this feature, you can use Forecasts to plan and predict your future sales.
The Forecast tab summarizes your opportunities by their Close dates and their Forecast Category.
By default, the Forecast Categories include:
If your organization uses Forecasting, it will probably have its own criteria for which types of opportunities go into each forecast category.
This way, you can filter which opportunities appear in the forecast.
Now the opportunities section only displays opportunities with a close date for the period you selected.
You can filter down to any forecast category.
If you have the right permissions, you may be able to view the forecasts of other users.
The forecast for the specified user appears.