Get Product Family Forecasts by Territory
Where: This change applies to Lightning Experience in Performance and Developer editions and in Enterprise and Unlimited editions with the Sales Cloud.
Who: If Enterprise Territory Management is enabled, forecast users can forecast product family revenue by territory.
Why: The forecasts page shows how product family forecasts for territories are organized.
Users see amounts for a period (1) broken down by product family (2). Product families are further broken down by territory (3).
How: Make sure that your active territory model and product families are set up to reflect your company’s business needs. Then on the Forecasts Settings page in Setup, add the Product Family Revenue by Territory forecast type.
If no other product family forecast type is enabled, choose the product families to show on the forecasts page and the order in which they appear.