I have a custom formula field that rolls up a value from my non standard item and my products from price book and displays them inside of the opportunity page. enter image description here

Inside of the forecast tabs you have a lot of functions all based on the total amount from product items on each opportunity. Can I use a custom formula field for forecast instead of an amount field , if so how ?

1 Answer 1


As far as I'm concerned in the forecast tab you cannot use formula fields. A workaround it is to create an extra custom field that will be populated through a workflow/ trigger with the value from your formula field. For the historical data you'd have to upload a list with the object id in order to trigger the new created workflow.

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