Customize the Generate Account Forecast Template

Clone and customize the predefined Data Processing Engine templates available with Advanced Account Forecasting to generate, calculate, rollover, and regenerate forecasts with the new revenue measures. The cloned definitions must be activated after you make the required changes and the definitions are selected for use in the forecast set. You can run the definitions periodically through scheduled flows for all or selected accounts.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Unlimited, and Developer Editions

Note In this example we show you how to customize the Generate Account Forecast template to analyze cost and profit margins in a forecast. You’ll need to repeat the same steps to customize the other Data Processing Engine templates for recalculation, rollover, and regeneration processes.

1. Edit Sales Agreement Product Schedule Nodes
   To ensure that the fixed cost and variable cost of all products are included in Data Processing Engine calculations, update all nodes originating from Sales Agreement Product Schedule.
2. Edit Opportunity Line Item Nodes
   To ensure that the fixed cost and variable cost of all products are included in Data Processing Engine calculations, update all nodes originating from Opportunity Line Item.
3. Write Back Revenue Measure Values
   To write back data for the custom revenue measures that demand planners want to view on the forecast grid, update the appropriate nodes. The data is written back to the Advanced Account Forecast Fact object.