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.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions |
| Data Processing Engine Job | Purpose |
|---|---|
| Generate Account Forecast |
Use this definition to generate forecasts for the first time for a forecast set and for new accounts. This DPE definition aggregates the quantity and revenue data for an account and a forecast set from active orders, opportunities, and sales agreements. Then, it generates forecasts with the dimensions and frequency defined in the forecast set. |
| Recalculate Account Forecast |
Use this definition to recalculate forecasts when you change sales agreements or opportunities. For example, when you add products or remove existing products. This DPE definition aggregates the quantity and revenue data to recalculate existing forecasts for an account and a forecast set. When you use the definition, the existing forecast data expires. The definition then recalculates the existing forecast data, and then recalculates forecasts based on the updated sales agreements, opportunities, or other records. |
| Regenerate Account Forecast |
Use this definition to regenerate forecasts for your accounts when you change the frequency, dimensions, or start period of the forecast set. This DPE definition aggregates the quantity and revenue data to regenerate forecasts for an account and a forecast set. When you use the definition, the existing forecast data for one or multiple accounts expires. The definition then regenerates forecasts based on the updated forecast set configurations. |
| Rollover Account Forecast |
Use this definition along with the Recalculate Account Forecast definition to generate forecast data for new periods during rollover and recalculate the existing forecast data. This DPE definition aggregates the quantity and revenue data for an account and a forecast set from orders, opportunities, and sales agreements for new periods during rollover. It generates forecasts for the new periods that get added to the forecast display at the end of each period. It invalidates the forecasts for the oldest period. |