To display the Forecast action button on the Quote/Proposal page, you need to create it and add it to the quote/proposal page layout.

To Create the Forecast Button

  1. Go to Quote/Proposal object.
  2. Click New Button or Link under Buttons, Links and Actions section.
  3. Enter the following values: 

    Field NameValue
    LabelForecast
    NameForecast
    Display TypeDetail Page Button
    BehaviorDisplay in existing window with sidebar
    Content SourceVisualforce Page
    ContentSelect ShowForecastBilling from the content dropdown menu.
  4.  Click Save.

The Forecast button is created. Add it to the quote/proposal layout to enable your sales representatives to see the Forecast button on the quote/proposal page.