---
schema_version: "1"
id: 227de39509fe7522a5967e7fd6ed1949b51cd4bd1e0fca0f712ab799e0625ee4
title: Create and Configure Forecast Sets for Advanced Account Forecasting
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/aaf_admin_forecast_set_task.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.aaf_admin_forecast_set_task.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5d749a4373eb6ed89deb615f729a5964f4e37828a918fe9c2045f8f1dc631be1
description: "A forecast set represents a set of configurations for forecasts for a particular business objective. These configurations include forecast dimensions, measures, adjustment periods, calculation methods, and calculation frequencies. Forecast sets can vary based on business units, locations, product lines, or other factors. For example, a company can have two forecast sets: one on the sales demand forecasts for the Hammer product in Japan ship-to location and another for service revenue forecasts for the Forklift product family in the France location."
products:
  - Manufacturing
release: "264"
---
# Create and Configure Forecast Sets for Advanced Account Forecasting

A forecast set represents a set of configurations for forecasts for a particular business objective. These configurations include forecast dimensions, measures, adjustment periods, calculation methods, and calculation frequencies. Forecast sets can vary based on business units, locations, product lines, or other factors. For example, a company can have two forecast sets: one on the sales demand forecasts for the Hammer product in Japan ship-to location and another for service revenue forecasts for the Forklift product family in the France location.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
          <colgroup>
            <col>
            <col>
          </colgroup>
          <thead class="slds-text-title_caps ">
            <tr class="">
              <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d55961e76">User Permissions
                Needed</th>
            </tr>
          </thead>
          <tbody>
            <tr class="">
              <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d55961e76 ">To modify forecast settings:</td>

              <td class="slds-cell-wrap" style="vertical-align:top;" headers="d55961e76 ">Customize Application</td>

            </tr>
          </tbody>
        </table>

1. [Create a forecast set](https://help.salesforce.com/s/articleView?id=ind.aaf_admin_forecast_set_task.htm&release=264.0.0&type=5 "Create a forecast set to define the configurations for a collection of forecast data points. When you create, a forecast set, it's in an inactive state. After you define forecast configurations, activate the forecast set.").
2. [Configure the building blocks of the forecast set.](https://help.salesforce.com/s/articleView?id=ind.aaf_admin_forecast_set_task.htm&release=264.0.0&type=5 "The building blocks of a forecast set represent key configurations for forecasts, such as the context of the forecasts, the frequency for generating forecasts, and how forecasts are calculated. Map the key parameters in your forecast set, such as forecast context and status, to the fields in your forecast fact object. Specify the frequencies at which forecasts are calculated and rolled over for the new periods. Specify the data processing engine definitions for generating, rolling over, recalculating, and regenerating forecasts.")
3. [Add dimensions to the forecast set.](https://help.salesforce.com/s/articleView?id=ind.aaf_admin_forecast_set_task.htm&release=264.0.0&type=5 "Dimensions categorize forecast data in the forecast table. You can add up to six dimensions to a forecast set. For example, to generate forecast data that's categorized by country, city, and product, add the country, city, and product dimensions to a forecast set.")
4. [Add measures to the forecast set.](https://help.salesforce.com/s/articleView?id=ind.aaf_admin_forecast_set_task.htm&release=264.0.0&type=5 "Measures are quantitative values that contain numerical data, such as opportunity quantity, opportunity revenue, last year order quantity, and sales agreement quantity. You can add multiple measures to a forecast set. To add a measure to a forecast set, you specify the field in the forecast fact object where it's stored, how the measure is calculated and aggregated, and whether adjustments made to the measure are tracked.")
5. [Group measures in the forecast set.](https://help.salesforce.com/s/articleView?id=ind.aaf_admin_forecast_set_task.htm&release=264.0.0&type=5 "Create measure groups to group similar measures and help users easily view forecasts for specific measures, such as quantity or revenue. In the forecast table, users see forecasts for measures that are in the selected measure group.")
6. [Choose when users adjust forecasts for the forecast set.](https://help.salesforce.com/s/articleView?id=ind.aaf_admin_forecast_set_task.htm&release=264.0.0&type=5 "Define how users with different user profiles can adjust forecasts for a forecast set. You can define an adjustment period for each user profile.")
7. [Define formulas for the forecast set.](https://help.salesforce.com/s/articleView?id=ind.aaf_admin_forecast_set_task.htm&release=264.0.0&type=5 "If the calculation method of a measure is forecast formula, define a formula to calculate the measure's value. You can define formulas to calculate quantity or revenue measures for a range of periods.")
8. [Activate the forecast set.](https://help.salesforce.com/s/articleView?id=ind.aaf_admin_forecast_set_task.htm&release=264.0.0&type=5 "After you configure all the components of your forecast set, activate the forecast set. You can generate forecasts after your activate the forecast set.")

## Create a Forecast Set

Create a forecast set to define the configurations for a collection of forecast data points. When you create, a forecast set, it's in an inactive state. After you define forecast configurations, activate the forecast set.

1. From Setup, in the Quick Find box, enter Advanced Account Forecasting, and then select **Advanced Account Forecasting**.
2. Go to the Forecast Sets tab, and click **New**.![forecast set](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-manufacturing-264-0-0-production-enus/71a7997a-6330-43f9-81ad-0e7c8f13997c/manufacturing/images/mfg_forecast_set.png)
3. Select a period group.
    
    Period groups define the duration of the periods for which forecasts are generated. Only active period groups appear in the Period Group field. See [Define a Period Group for Advanced Account Forecasting](https://help.salesforce.com/s/articleView?id=ind.aaf_admin_period_group_task.htm&release=264.0.0&type=5 "Period groups define the duration and the number of periods for which forecasts are generated and displayed. The duration of a period can be a week, a month, a quarter, or a year. You can specify the number of periods before or after the current period for which forecasts are generated. When you configure a forecast set, you select a period group to define the duration of the forecasts associated with that forecast set. You can use a period group in multiple forecast sets.").
4. Select a forecast fact object.
    
    A forecast fact object stores forecast data. Select Advanced Account Forecast Fact object or your custom forecast fact object. See [Manage Your Forecast Fact Object for Advanced Account Forecasting](https://help.salesforce.com/s/articleView?id=ind.aaf_admin_custom_fact_task.htm&release=264.0.0&type=5 "A forecast fact object stores generated forecast values, such as forecast revenue and quantity. Each forecast fact record represents a set of forecast values for a combination of dimensions and a forecast set. The fields in a forecast fact object represent dimensions, such as account and product, and measures, such as opportunity quantity and forecasted revenue. The records in a forecast fact object are updated based on forecast set configurations whenever the forecast data calculations happen. Advanced Account Forecasting includes a predefined forecast fact object called Advanced Account Forecast Fact. To meet your business needs, you can add fields to the Advanced Account Forecast Fact object or create a custom forecast fact object.").
5. Enter a description.
6. Save your changes.

## Configure the Building Blocks of a Forecast Set

The building blocks of a forecast set represent key configurations for forecasts, such as the context of the forecasts, the frequency for generating forecasts, and how forecasts are calculated. Map the key parameters in your forecast set, such as forecast context and status, to the fields in your forecast fact object. Specify the frequencies at which forecasts are calculated and rolled over for the new periods. Specify the data processing engine definitions for generating, rolling over, recalculating, and regenerating forecasts.

1. On the forecast set that you created, expand the Building Blocks section.
    
    ![Define forecast set building blocks](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-manufacturing-264-0-0-production-enus/71a7997a-6330-43f9-81ad-0e7c8f13997c/manufacturing/images/aaf_forecast_set_building_blocks.png)
2. Specify the forecast fact field mappings.
    
    The forecast fact object that you use determines your field mapping.
    
    1. In the Forecast Fact Field Mappings section, click **Edit**.
    2. For Forecast Context, select the field in the forecast fact object that's a lookup to an object whose record is used as the context for generating forecasts.
        
        The context of a forecast is the specific focus or basis of generating the forecasts, such as an account, a product, or a product category. If you use Advanced Account Forecast Fact as the forecast fact object, select a field such as Account ID or Product ID.
    3. For Period, select the field in the forecast fact object that's a lookup to the Period object.
        
        If you use Advanced Account Forecast Fact as the forecast fact object, select Period ID.
    4. For Forecast Quantity, select the field in the forecast fact object that stores forecast quantity values.
        
        If you use Advanced Account Forecast Fact as the forecast fact object, select Forecasted Quantity.
    5. For Forecast Revenue, select the field in the forecast fact object that stores forecast revenue values.
        
        If you use Advanced Account Forecast Fact as the forecast fact object, select Forecasted Revenue.
    6. For Forecast Status, select the field in the forecast fact object that stores the status of the forecast.
        
        If you use Advanced Account Forecast Fact as the forecast fact object, select Status.
    7. For Forecast Set, select the field in the forecast fact object that's a lookup to the forecast set use object.
        
        A forecast set use object, such as Advanced Account Forecast Set Use, is a junction between a forecast fact object, such as Advanced Account Forecast Fact, and another object that serves as the context for generating forecasts, such as Account or Product. If you use Advanced Account Forecast Fact as the forecast fact object and Advanced Account Forecast Set Use as the forecast context object, select Advanced Account Forecast Set Use ID.
    8. Save your changes.
    
    ![Map the forecast fact object fields](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-manufacturing-264-0-0-production-enus/71a7997a-6330-43f9-81ad-0e7c8f13997c/manufacturing/images/aaf_map_forecast_fact_fields.png)
3. Specify the forecast frequencies.
    1. In the Forecast Frequencies section, click **Edit**.
    2. For Calculation Frequency, select the frequency at which the forecasts are calculated.
        
        You can select Weekly, Monthly, Quarterly, or Yearly. The Weekly value is available only if custom fiscal years are enabled in your org. See [Define a Custom Fiscal Year](https://help.salesforce.com/s/articleView?id=xcloud.admin_define_cfy.htm&type=5&language=en_US).
    3. For Rollover Frequency, select the frequency at which the forecasts are rolled over for the new periods.
        
        You can select Weekly, Monthly, Quarterly, or Yearly. The Weekly value is available only if custom fiscal years are enabled in your org.
    4. Save your changes.
4. Select the data processing engine definitions for generating, rolling over, recalculating, and regenerating forecasts for the forecast set.
    
    You can select only the DPE definitions that are active and have the Advanced Account Forecast process type in forecast sets. See [Data Processing Engine for Advanced Account Forecast Calculations](https://help.salesforce.com/s/articleView?id=ind.aaf_admin_dpe_templates.htm&release=264.0.0&type=5 "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.").
    
    1. In the Data Processing Engine Definitions section, click **Edit**.
    2. For Generation Definition, select the DPE definition for generating forecasts.
    3. For Rollover Definition, select the DPE definition for rolling over the forecasts for new periods.
    4. For Regeneration Definition, select the DPE definition for regenerating forecasts.
    5. For Recalculation Definition, select the DPE definition for recalculating forecasts.
    6. Save your changes.

## Add Dimensions to a Forecast Set

Dimensions categorize forecast data in the forecast table. You can add up to six dimensions to a forecast set. For example, to generate forecast data that's categorized by country, city, and product, add the country, city, and product dimensions to a forecast set.

To add dimensions to a forecast, first, [create dimensions and specify their source objects](https://help.salesforce.com/s/articleView?id=ind.aaf_admin_dimension_task.htm&release=264.0.0&type=5 "Dimensions are qualitative attributes, such as product, region, customer segment, business unit, and inventory location, that group forecast data. In Advanced Account Forecasting, dimensions segment the forecasts that appear in the forecasts table. When you configure a forecast set, you can select the dimensions to be used in forecast set. To choose dimensions for a forecast set, first, you must define the source objects for the dimensions. For example, you can define Category as the source object for the product category dimension.") in the Dimensions tab of the Advanced Account Forecasting setting. You can’t add multiple dimensions with the same source object to a forecast set.

1. On the forecast set that you created, expand the Forecast Dimensions section.
2. Click **New**.
3. Enter a name for the dimension.
    
    The name appears in the forecast table.
4. Select a dimension.
    
    You select the dimensions created in the Dimensions tab of the Advanced Account Forecasting settings.
5. For Forecast Fact Dimension Field, select a field in your forecast fact object that stores the value for the dimension.
    
    See [Manage Your Forecast Fact Object for Advanced Account Forecasting](https://help.salesforce.com/s/articleView?id=ind.aaf_admin_custom_fact_task.htm&release=264.0.0&type=5 "A forecast fact object stores generated forecast values, such as forecast revenue and quantity. Each forecast fact record represents a set of forecast values for a combination of dimensions and a forecast set. The fields in a forecast fact object represent dimensions, such as account and product, and measures, such as opportunity quantity and forecasted revenue. The records in a forecast fact object are updated based on forecast set configurations whenever the forecast data calculations happen. Advanced Account Forecasting includes a predefined forecast fact object called Advanced Account Forecast Fact. To meet your business needs, you can add fields to the Advanced Account Forecast Fact object or create a custom forecast fact object.").
6. In Display Order, enter a number that indicates the position of the column for the dimension in the forecast table.
    
    The display order is the position (from left to right) of this dimension as a column in the forecast table. Measure values are grouped by the first dimension, then by the next dimension, and so on. For example, when you enter 1 for the product dimension and 2 for the location dimension, measure values are grouped by product and then by location.
7. Save your changes.
    
    ![Define forecast set dimensions](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-manufacturing-264-0-0-production-enus/71a7997a-6330-43f9-81ad-0e7c8f13997c/manufacturing/images/mfg_fs_dimension.png)

![Example](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-manufacturing-264-0-0-production-enus/71a7997a-6330-43f9-81ad-0e7c8f13997c/images/icon_example.png)

Example

The sales team at a manufacturing company wants to track product inventory forecasts. They want to track forecasts for each inventory location and product.

The company's Salesforce admin creates dimensions with these source objects.

- Inventory Site: Associated Location source object
- Product Item: Product Item source object

The Salesforce admin creates these fields on the Advanced Account Forecast Fact object.

- Inventory Location: A lookup relationship field to the Associated Location object.
- Product Item: A lookup relationship field to the Product Item object.

These fields store the forecast values for the dimensions in the advanced account forecast fact records.

The Salesforce admin creates a forecast set for the product inventory forecasts with Advanced Account Forecast Fact as the forecast fact object. The admin adds these dimensions to the forecast set.

- Dimension 1
    - Name: Inventory Location
    - Dimension: Inventory Site
    - Forecast Fact Dimension Field: Inventory Location
    - Display Order: 1
- Dimension 2
    - Name: Product
    - Dimension: Product Item
    - Forecast Fact Dimension Field: Product Item
    - Display Order: 2

Here's how the forecast table appears with these dimensions.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
                <colgroup>
                  <col style="width:16.666666666666664%">
                  <col style="width:16.666666666666664%">
                  <col style="width:16.666666666666664%">
                  <col style="width:16.666666666666664%">
                  <col style="width:16.666666666666664%">
                  <col style="width:16.666666666666664%">
                </colgroup>
                <thead class="slds-text-title_caps ">
                  <tr class="">
                    <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d55961e740">Inventory Location</th>
                    <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d55961e743">Product Item</th>
                    <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d55961e746">Measure</th>
                    <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d55961e749">Aggregate</th>
                    <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d55961e752">June FY 2024 (1/6/2024) </th>
                    <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d55961e756">July FY 2024 (1/7/2024) </th>
                  </tr>
                </thead>
                <tbody>
                  <tr class="">
                    <td data-label="Inventory Location" class="slds-cell-wrap" rowspan="4" style="vertical-align:top;" headers="d55961e740 ">Osaka</td>

                    <td data-label="Product Item" class="slds-cell-wrap" rowspan="2" style="vertical-align:top;" headers="d55961e743 ">Dehumidifier Ultra</td>

                    <td data-label="Measure" class="slds-cell-wrap" style="vertical-align:top;" headers="d55961e746 "> Quantity On Hand</td>

                    <td data-label="Aggregate" class="slds-cell-wrap" style="vertical-align:top;" headers="d55961e749 ">1,000</td>

                    <td data-label="June FY 2024 (1/6/2024)" class="slds-cell-wrap" style="vertical-align:top;" headers="d55961e752 ">120</td>

                    <td data-label="July FY 2024 (1/7/2024)" class="slds-cell-wrap" style="vertical-align:top;" headers="d55961e756 ">140</td>

                  </tr>
                  <tr class="">
                    <td data-label="Measure" class="slds-cell-wrap" style="vertical-align:top;" headers="d55961e746 ">Stock Outs</td>

                    <td data-label="Aggregate" class="slds-cell-wrap" style="vertical-align:top;" headers="d55961e749 ">12%</td>

                    <td data-label="June FY 2024 (1/6/2024)" class="slds-cell-wrap" style="vertical-align:top;" headers="d55961e752 ">10%</td>

                    <td data-label="July FY 2024 (1/7/2024)" class="slds-cell-wrap" style="vertical-align:top;" headers="d55961e756 ">12%</td>

                  </tr>
                  <tr class="">
                    <td data-label="Product Item" class="slds-cell-wrap" rowspan="2" style="vertical-align:top;" headers="d55961e743 ">Electric Fan Mini</td>

                    <td data-label="Measure" class="slds-cell-wrap" style="vertical-align:top;" headers="d55961e746 "> Quantity On Hand</td>

                    <td data-label="Aggregate" class="slds-cell-wrap" style="vertical-align:top;" headers="d55961e749 ">2,000</td>

                    <td data-label="June FY 2024 (1/6/2024)" class="slds-cell-wrap" style="vertical-align:top;" headers="d55961e752 ">42</td>

                    <td data-label="July FY 2024 (1/7/2024)" class="slds-cell-wrap" style="vertical-align:top;" headers="d55961e756 ">43</td>

                  </tr>
                  <tr class="">
                    <td data-label="Measure" class="slds-cell-wrap" style="vertical-align:top;" headers="d55961e746 ">Stock Outs</td>

                    <td data-label="Aggregate" class="slds-cell-wrap" style="vertical-align:top;" headers="d55961e749 ">4%</td>

                    <td data-label="June FY 2024 (1/6/2024)" class="slds-cell-wrap" style="vertical-align:top;" headers="d55961e752 ">3%</td>

                    <td data-label="July FY 2024 (1/7/2024)" class="slds-cell-wrap" style="vertical-align:top;" headers="d55961e756 ">3%</td>

                  </tr>
                  <tr class="">
                    <td data-label="Inventory Location" class="slds-cell-wrap" rowspan="4" style="vertical-align:top;" headers="d55961e740 ">Sakai</td>

                    <td data-label="Product Item" class="slds-cell-wrap" rowspan="2" style="vertical-align:top;" headers="d55961e743 ">Dehumidifier Ultra</td>

                    <td data-label="Measure" class="slds-cell-wrap" style="vertical-align:top;" headers="d55961e746 "> Quantity On Hand</td>

                    <td data-label="Aggregate" class="slds-cell-wrap" style="vertical-align:top;" headers="d55961e749 ">120</td>

                    <td data-label="June FY 2024 (1/6/2024)" class="slds-cell-wrap" style="vertical-align:top;" headers="d55961e752 ">10</td>

                    <td data-label="July FY 2024 (1/7/2024)" class="slds-cell-wrap" style="vertical-align:top;" headers="d55961e756 ">25</td>

                  </tr>
                  <tr class="">
                    <td data-label="Measure" class="slds-cell-wrap" style="vertical-align:top;" headers="d55961e746 ">Stock Outs</td>

                    <td data-label="Aggregate" class="slds-cell-wrap" style="vertical-align:top;" headers="d55961e749 ">11%</td>

                    <td data-label="June FY 2024 (1/6/2024)" class="slds-cell-wrap" style="vertical-align:top;" headers="d55961e752 ">13%</td>

                    <td data-label="July FY 2024 (1/7/2024)" class="slds-cell-wrap" style="vertical-align:top;" headers="d55961e756 ">15%</td>

                  </tr>
                  <tr class="">
                    <td data-label="Product Item" class="slds-cell-wrap" rowspan="2" style="vertical-align:top;" headers="d55961e743 ">Air Purifier Large</td>

                    <td data-label="Measure" class="slds-cell-wrap" style="vertical-align:top;" headers="d55961e746 "> Quantity On Hand</td>

                    <td data-label="Aggregate" class="slds-cell-wrap" style="vertical-align:top;" headers="d55961e749 ">400</td>

                    <td data-label="June FY 2024 (1/6/2024)" class="slds-cell-wrap" style="vertical-align:top;" headers="d55961e752 ">23</td>

                    <td data-label="July FY 2024 (1/7/2024)" class="slds-cell-wrap" style="vertical-align:top;" headers="d55961e756 ">45</td>

                  </tr>
                  <tr class="">
                    <td data-label="Measure" class="slds-cell-wrap" style="vertical-align:top;" headers="d55961e746 ">Stock Outs</td>

                    <td data-label="Aggregate" class="slds-cell-wrap" style="vertical-align:top;" headers="d55961e749 ">5%</td>

                    <td data-label="June FY 2024 (1/6/2024)" class="slds-cell-wrap" style="vertical-align:top;" headers="d55961e752 ">4%</td>

                    <td data-label="July FY 2024 (1/7/2024)" class="slds-cell-wrap" style="vertical-align:top;" headers="d55961e756 ">1%</td>

                  </tr>
                </tbody>
              </table>

## Add Measures to a Forecast Set

Measures are quantitative values that contain numerical data, such as opportunity quantity, opportunity revenue, last year order quantity, and sales agreement quantity. You can add multiple measures to a forecast set. To add a measure to a forecast set, you specify the field in the forecast fact object where it's stored, how the measure is calculated and aggregated, and whether adjustments made to the measure are tracked.

1. On the forecast set that you created, expand the Forecast Measures section.
2. Click **New**.
3. For Name, enter a name for the measure.
    
    The name appears in the forecast table.
4. For Forecast Fact Measure Field, select a field in your forecast fact object that stores the value for the measure.
    
    See [Manage Your Forecast Fact Object for Advanced Account Forecasting](https://help.salesforce.com/s/articleView?id=ind.aaf_admin_custom_fact_task.htm&release=264.0.0&type=5 "A forecast fact object stores generated forecast values, such as forecast revenue and quantity. Each forecast fact record represents a set of forecast values for a combination of dimensions and a forecast set. The fields in a forecast fact object represent dimensions, such as account and product, and measures, such as opportunity quantity and forecasted revenue. The records in a forecast fact object are updated based on forecast set configurations whenever the forecast data calculations happen. Advanced Account Forecasting includes a predefined forecast fact object called Advanced Account Forecast Fact. To meet your business needs, you can add fields to the Advanced Account Forecast Fact object or create a custom forecast fact object.").
5. For Measure Type, select the type of measure.
    - Quantity
    - Revenue
6. For Aggregation Type, select how the measure values are aggregated.
    - Sum
    - Minimum
    - Maximum
    - Average
7. For Calculation Method, select a method for calculating the measure values.
    
    |  |  |
    | --- | --- |
    | Batch Process | Specifies that an automated batch process, such as data processing engine definitions, is used to calculate the measure values. |
    | User-Editable | Specifies that users can define forecast values. |
    | Forecast Formula | Specifies that forecast values are calculated using forecast formulas. For more information, see [Create and Configure Forecast Sets for Advanced Account Forecasting](https://help.salesforce.com/s/articleView?id=ind.aaf_admin_forecast_set_task.htm&release=264.0.0&type=5 "A forecast set represents a set of configurations for forecasts for a particular business objective. These configurations include forecast dimensions, measures, adjustment periods, calculation methods, and calculation frequencies. Forecast sets can vary based on business units, locations, product lines, or other factors. For example, a company can have two forecast sets: one on the sales demand forecasts for the Hammer product in Japan ship-to location and another for service revenue forecasts for the Forklift product family in the France location."). |
8. For Track Adjustment, specify whether adjustments to the measure values are tracked.
    - Yes
    - No
9. Save your changes.
    
    ![Define forecast set measures](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-manufacturing-264-0-0-production-enus/71a7997a-6330-43f9-81ad-0e7c8f13997c/manufacturing/images/mfg_fs_measure.png)

## Group Measures in a Forecast Set

Create measure groups to group similar measures and help users easily view forecasts for specific measures, such as quantity or revenue. In the forecast table, users see forecasts for measures that are in the selected measure group.

1. On the forecast set that you created, expand the Forecast Measure Group section.
2. Click **New**.
3. Enter a name for the measure group.
4. Specify whether the measure group is the default group.
    
    - Yes
    - No
    
    You can specify only one measure group as the default group.
5. From the Available Measures list, select the metrics that you want to add to the measure group, and move them to the Selected Measures list.
6. Save your changes.
    
    ![Create new measure group](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-manufacturing-264-0-0-production-enus/71a7997a-6330-43f9-81ad-0e7c8f13997c/manufacturing/images/mfg_measure_group_create.png)

## Choose When Users Can Adjust Forecasts for a Forecast Set

Define how users with different user profiles can adjust forecasts for a forecast set. You can define an adjustment period for each user profile.

1. On the forecast set that you created, expand the Forecast Adjustment Periods section.
2. Click **New**.
3. Select the users profile of the users that make adjustments to the forecasts.
4. Select the frequency of the adjustment periods.
    
    - Week
    - Month
    - Quarter
    - Year
    
    The Week value is available only if custom fiscal years are enabled in your org. See [Define a Custom Fiscal Year](https://help.salesforce.com/s/articleView?id=xcloud.admin_define_cfy.htm&type=5&language=en_US).
5. In Period Start Date, enter the number of days after the beginning of an adjustment when users can adjust forecast values.
6. In Duration Days, enter the number of days for which the adjustment period is open.
7. Save your changes.
    
    ![Define forecast set adjustments](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-manufacturing-264-0-0-production-enus/71a7997a-6330-43f9-81ad-0e7c8f13997c/manufacturing/images/mfg_fs_adj_period.png)

![Example](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-manufacturing-264-0-0-production-enus/71a7997a-6330-43f9-81ad-0e7c8f13997c/images/icon_example.png)

Example

The sales team at a manufacturing company wants to track quarterly product demand forecasts. The team wants three sets of users to adjust forecasts during different intervals.

- Account executives can edit the forecast during the first ten days of every month.
- Key account managers can edit the forecasts after the first seven days of every quarter, for up to fourteen days.
- Finance managers can edit the forecasts during the first three days of every week.

The Salesforce admin creates a forecast set for the quarterly product demand forecasts, and adds three adjustment periods to the forecast set.

- - User Profile: Account Executives
    - Frequency: Month
    - Period Start Day: 1
    - Duration Days: 10
- - User Profile: Key Account Managers
    - Frequency: Quarter
    - Period Start Day: 8
    - Duration Days: 14
- - User Profile: Finance Managers
    - Frequency: Week
    - Period Start Day: 1
    - Duration Days: 3

## Define Formulas for Measures in a Forecast Set

If the calculation method of a measure is forecast formula, define a formula to calculate the measure's value. You can define formulas to calculate quantity or revenue measures for a range of periods.

1. On the forecast set that you created, expand the Forecast formula section.
2. Click **New**.
3. In Start Period, enter the number of periods after the first period from when the forecast is applicable.
4. In End Period, enter the number of period after the first period until when the forecast is applicable.
5. In Type, enter the type of values for which the formula is applicable.
    - Quantity
    - Revenue
6. Enter a formula expression.
    
    Use the Field, Function, and Operator drop-down lists to compose your formula. Use the Field drop-down list to add fields from the selected forecast fact to the formula. Use the Function drop-down list to add functions to the formula, such as IF, ISBLANK, and MAX. Use the operator drop-down list to add arithmetic and logical operators to the formula, such as +, &, and <>.
7. Click **Create**.
    
    ![Define forecast set formulas](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-manufacturing-264-0-0-production-enus/71a7997a-6330-43f9-81ad-0e7c8f13997c/manufacturing/images/mfg_fs_formula.png)

![Example](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-manufacturing-264-0-0-production-enus/71a7997a-6330-43f9-81ad-0e7c8f13997c/images/icon_example.png)

Example

The sales team at a manufacturing company wants to track quarterly product demand forecasts. The team wants use two measures for their forecasts.

- Forecast Revenue: The forecast revenue must be a sum of these values.
    - 50% of the opportunity revenue
    - The previous year's order revenue or the current order revenue, whichever is lower
    - Sales agreement revenue
- Forecast Quantity: The forecast quantity must be a sum of these values.
    - Opportunity quantity
    - The previous year's order quantity or the current order quantity, whichever is higher
    - 80% of the sales agreement quantity

The Salesforce admin creates a forecast set with Advanced Account Forecast Fact as the forecast fact object. The admin defines these forecast measures.

     
| Name | Forecast Fact Measure Field | Measure Type | Aggregation Type | Calculation Method | Track Adjustments |
| --- | --- | --- | --- | --- | --- |
| Forecast Revenue | Forecasted Revenue | Revenue | Sum | Forecast Formula | Yes |
| Forecast Quantity | Forecasted Quantity | Quantity | Sum | Forecast Formula | No |

The Salesforce admin defines these forecast formulas.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
                <colgroup>
                  <col style="width:25%">
                  <col style="width:25%">
                  <col style="width:25%">
                  <col style="width:25%">
                </colgroup>
                <thead class="slds-text-title_caps ">
                  <tr class="">
                    <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d55961e1629">Calculation Basis </th>
                    <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d55961e1632">Start Period </th>
                    <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d55961e1635">End Period </th>
                    <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d55961e1638">Formula</th>
                  </tr>
                </thead>
                <tbody>
                  <tr class="">
                    <td data-label="Calculation Basis" class="slds-cell-wrap" style="vertical-align:top;" headers="d55961e1629 ">Revenue</td>

                    <td data-label="Start Period" class="slds-cell-wrap" style="vertical-align:top;" headers="d55961e1632 ">1</td>

                    <td data-label="End Period" class="slds-cell-wrap" style="vertical-align:top;" headers="d55961e1635 ">24</td>

                    <td data-label="Formula" class="slds-cell-wrap" style="vertical-align:top;" headers="d55961e1638 ">
                      <pre class="line-numbers slds-box slds-box_x-small slds-theme_shade slds-m-top_medium slds-m-bottom_medium slds-scrollable_x" id="aaf_admin_fs_formula__codeblock_h5x_lvk_5bc"><a name="aaf_admin_fs_formula__codeblock_h5x_lvk_5bc"><!-- --></a><code>(0.5 * OpportunityRevenue) + min(LastYearOrderRevenue,OrderRevenue) + SalesAgreementRevenue</code></pre>
                    </td>

                  </tr>
                  <tr class="">
                    <td data-label="Calculation Basis" class="slds-cell-wrap" style="vertical-align:top;" headers="d55961e1629 ">Quantity</td>

                    <td data-label="Start Period" class="slds-cell-wrap" style="vertical-align:top;" headers="d55961e1632 ">1</td>

                    <td data-label="End Period" class="slds-cell-wrap" style="vertical-align:top;" headers="d55961e1635 ">24</td>

                    <td data-label="Formula" class="slds-cell-wrap" style="vertical-align:top;" headers="d55961e1638 ">
                      <pre class="line-numbers slds-box slds-box_x-small slds-theme_shade slds-m-top_medium slds-m-bottom_medium slds-scrollable_x" id="aaf_admin_fs_formula__codeblock_njd_kvk_5bc"><a name="aaf_admin_fs_formula__codeblock_njd_kvk_5bc"><!-- --></a><code>OpportunityQuantity + max(LastYearOrderQuantity,OrderQuantity) + (0.8 * SalesAgreementQuantity)</code></pre>
                    </td>

                  </tr>
                </tbody>
              </table>

## Activate a Forecast Set

After you configure all the components of your forecast set, activate the forecast set. You can generate forecasts after your activate the forecast set.

On the forecast set that you created, click **Activate**.

To make any changes to a forecast set, you must deactivate the forecast set.