Configure Forecast Categories

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Configure the forecast categories in CSM configurable workspace.

    Before you begin

    For current opportunities in the system, the default value of the field Forecast Category is Pipeline. Every sales agent working on that opportunity, updates this field once the sales process starts. When the agents update the category, the dashboard reflects more accurate analysis and sales forecast prediction. These categories classify the sales based on the level of certainty regarding their closure. By default, six forecast categories are available. For more info, refer Forecast terminologies topic.

    Role required: admin

    Procedure

    1. Navigate to All > Sales Forecast > Forecast Categories.
    2. Select  New.
    3. On the form, fill in the fields:
      Fields Description
      Name Name of the forecast category that you want to create.
      Description Short description of the category.
      Active Select the Active check box to activate the forecast category.
      Order Select the order number in the current category cycle.
      Type From the list, select the type of category this new forecast category belongs to.
    4. Select Submit.
      The new category is created.

    Result

    If required, users can either delete or make a forecast category inactive. When a category becomes inactive, the forecast items in that category will be deleted automatically.