Add Revenue Measures to a Forecast Set

Define the new cost and profit-based revenue measures in the forecast set that determines the forecast display for accounts. When specifying forecast measures, you can select the measure type, aggregation type, and calculation method.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Unlimited, and Developer Editions

Note In this topic, we only list the measures that the admin adds to an existing forecast set. We don’t provide steps on how to create a forecast set for our example. To learn how to create a forecast set, see Create and Configure Forecast Sets.

Add the following measures to the forecast set.

Name	Forecast Fact Measure Field	Measure Type	Aggregation Type	Calculation Method	Track Adjustments
Cost Per Unit	Cost Per Unit	Revenue	Average	Batch Process	No
Fixed Cost	Fixed Cost	Revenue	Maximum	Batch Process	No
Total Cost	Total Cost	Revenue	Sum	Batch Process	No
Actual Profit	Actual Profit	Revenue	Sum	Batch Process	No
Forecasted Profit	Forecasted Profit	Revenue	Sum	Batch Process	No
Actual Gross Margin %	Actual Gross Margin Percent	Quantity	Minimum	Batch Process	No
Forecasted Gross Margin %	Forecasted Gross Margin Percent	Quantity	Minimum	Batch Process	No

*For the measures that specify a formula in the Forecast Fact Measure Field, the formula is applied to the value calculated when the DPE job runs. This value becomes the final value written back to a field on the Advanced Account Forecast Fact object.

The calculation method is selected as the Batch Process for all the measures because the Data Processing Engine (DPE) transforms data in the org to calculate the values for these measures.