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new featureSalesforce Forecasting
Review Deal Risks and Activity Trends in Pipeline Forecasting
Pipeline Forecasting adds interactive columns for agent activity, deal risk alerts, methodology scores, contact insights, and activity heatmaps, so reps and managers assess deal risk without leaving the forecasting pipeline. Reps and managers pick which columns to show in their Opportunities list.
identifiers
Pipeline Forecastingdeal risk alerts
flags
enabled by defaultno action required
- how
- Select the desired columns in the Opportunities list within Pipeline Forecasting.
- who
- when
- where
- Enterprise, Performance, and Unlimited editions.