Advanced Account Forecasting uses Data Processing Engine to filter and aggregate data from orders, opportunities, sales agreements, location, product category, and custom objects. You can activate the out-of-the-box data processing engine jobs, or create and run your own by using existing templates.
Important The updated Data Processing Engine templates in Spring ’23 use the
Advanced Account Forecast Set Use object instead of the Advanced Account Forecast Set Partner
object to manage the forecast fact data.
- Data Processing Engine Templates for Advanced Account Forecasting
Use the data processing engine templates for Advanced Account Forecasting to generate, regenerate, recalculate, or roll over forecasts. Clone and use the default templates, or customize them to suit your needs. Customize these templates to include custom dimensions, such as region, or custom measures such as quarter-on-quarter revenue growth. You can also modify the calculation logic for existing measures. - Run Data Processing Engine Definitions for Advanced Account Forecasting
Run a data processing engine (DPE) definition for Advanced Account Forecasting from the definition’s builder. Specify the input variables that are used for the run, such as forecast set ID. After you run the definition, the results are written back to the writeback objects in the definition, such as Advanced Account Forecast Fact. - Data Processing Engine Definition Customizations for Advanced Account Forecasting (Examples)
You can clone the predefined Data Processing Engine templates and customize them according to your business needs if the predefined templates don’t meet your requirements.