How can I add forecast items to a forecast?

As a sales manager, you can add forecast items to a forecast by navigating to Forecasts and click Review or Edit.

Search for opportunity items on the Unforecasted Pipeline tab and add them to the forecast. For any forecast item with a warning icon, you must change any attributes that don't meet the forecast criteria. When all attributes fall within the forecast criteria, the product item becomes part of your forecast.

You can also use a forecast override if the administrator enabled it for your territory. You can set the Forecast Option to Always to override the lack of matching forecast criteria. An icon warns you when a product item doesn't match the forecast criteria and requires the forecast override.

If you're unable to edit the forecast item you're adding, then the item is added with the forecast amount set to zero. But, the item now has a positive adjustment amount to match the original product item revenue amount. For example, if the revenue amount is 3,000, then the forecast is 0, the forecast adjustment is 3,000, and the adjusted forecast is 3,000. You can further refine the adjusted forecast item amount, or remove the forecast item if you no longer want the item included in the forecast.

If you don't see the Unforecasted Pipeline tab, then click the Add Forecast Items button to search for and select opportunity items to add.