Streamline your forecasting workflow with default experiences


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Enabled for Public preview Early access General availability
Users by admins, makers, or analysts Feb 18, 2022 - Apr 1, 2022

Business value

Sales operation teams want to design an efficient forecasting experience for their sellers so that they can quickly access their sales projections and opportunities. With default views, administrators can set default selections that the sellers would see on the forecast page. This helps streamline their experience and free up time for them to spend meeting with customers and closing sales.

Feature details

As an administrator, you can make the following default selections in the forecast configurations:

  • Setting the default drill-down.
  • Setting the default group-by.
  • Setting Kanban as the default over the underlying record grid.
  • Keeping the last selected or viewed forecast as default.
  • Setting the default forecast configuration for your users.

See also

Select the default attribute to group underlying records (docs)