Compare Account Forecasting and Advanced Account Forecasting to make an informed decision about the feature you want to use for account forecast calculations in your org. We recommend that you enable only one of these features in your org based on your decision.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions |
Note Enabling both Advanced Account Forecasting and Account Forecasting in your org can cause
forecast data disruption or unforeseen errors. We'll enforce this restriction in a future
release.
| Capability | Account Forecasting | Advanced Account Forecasting |
|---|---|---|
| Forecasting Scope | Manage account forecasts on orders, opportunities, and sales agreements. | Manage your entire account book of business such as orders, opportunities, sales agreements, and program based business across various time horizons. |
| Opportunity forecasting by role/ territory |
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| Account based forecast |
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| Visibility of entire book of business |
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| Forecast settings by region/business unit |
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| Complex and configurable forecast calculations | Basic (Formula builder) | Advanced (Data Processing Engine and formula builder) |
| Account forecast visibility |
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| Configurable forecasting (right-level to forecast) |
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| Partner/customer forecast collaboration |
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| Real-time impact assessment |
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| Sales forecast process orchestration | Basic (same adjustment period and frequencies across all users) | Advanced (adjustment periods and frequencies by profile) |
| Forecast sharing with advanced permissions | Account level | Flexible |
| Traceability of adjustments | System level (supports only forecast quantity and revenue) | System level (supports adjustment on any editable measure) |
| Any level hierarchy forecasting |
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| Persona specific forecast views |
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| Time-series forecasting |
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| Advanced analytical insights |
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| Configurable forecast rollups |
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| Works with Manufacturing Cloud for Service |
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(requires custom Data
Processing Engine jobs) |