Filter the underlying opportunities of a forecast


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Enabled for Public preview Early access General availability
Users, automatically - Jan 31, 2022 Apr 1, 2022

Business value

Sellers in an organization may have to manage a large volume of opportunities and make updates regularly. Quickly finding and updating the right opportunities is critical for keeping the organization's records current. It also increases the time sellers have for doing other activities, such as working on a new deal or closing a sale.

Feature details

As a sales manager or seller, you can access a rule-based control to further filter relevant opportunities in the underlying records grid. This filter will persist on the selected view until the user clears the filter.

See also

Filter the underlying opportunities of a forecast (docs)