Controlling How Products with Components are Forecast

When you add a component to a product with components, a check mark displays in the Forecastable field. This means the component is added to product forecasts when the product with components is included in a quote and the user updates the related opportunity.

To prevent components from being added to product forecasts, remove the check mark from the component's Forecastable field.

A Forecastable check box is also available in Quotes, then Line Items. This allows you to add or remove a product or component from product forecasts within individual quotes.