Summer '13 Release Series: Forecasting Using Quantities

As part of Summer '13 Salesforce has finally released the ability to use customizable forecasting with Quantities. This is long overdue. Here's how you can set it up:

1. Go to Setup->Customize->Forecasts->Settings. You will need to ensure that Forecasts are first Enabled for the Org by clicking this checkbox:
   
2. This will then enable a lot of options for you. Specifically under "Data Source" you now see a new checkbox for "Quantity" as shown below. Make sure to enable this.
   
3. You need to make sure that you are using products and price books so that you can add opportunity line items in order for quantities to be part of the Oppty total. Once you have created an opportunity with an associated product which  has it's quantity, you can see that in your forecast as seen here. You must use the drop down on the right to see quantities as at first it will display the dollar amounts as usual:
   
4. That's all you have to do to enable Quantity based forecasting, but if you are setting up forecasting for the first time, you want to look at the other settings closely to ensure that they work for you and your business.

This is just one more thing that Salesforce has made possible for you to do in Clicks not Code.