---
schema_version: "1"
id: 7b81bf21dfd73c49d6a41fb8869b7af4d40e23a09fe54803c543244b6a430543
title: Configure Account Forecast Calculation Settings
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/admin_account_forecasting_calculation_setting.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.admin_account_forecasting_calculation_setting.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 3aecc1c4b9917c51a900498d76d10b1464b270579917366333a61b81ce1beb88
description: Define the sales agreements to use for calculating sales agreement metric values in account forecasts by selecting a sales agreement list view.
products:
  - Manufacturing
release: "264"
---
# Configure Account Forecast Calculation Settings

Define the sales agreements to use for calculating sales agreement metric values in account forecasts by selecting a sales agreement list view.

### Required Editions

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

Note

There’s a newer version of forecasting available called Advanced Account Forecasting. To learn about how the features are different, review this [comparison](https://help.salesforce.com/s/articleView?id=ind.aaf_admin_comparison_pictoral_concept.htm&release=264.0.0&type=5 "Compare Account Forecasting and Advanced Account Forecasting to make an informed decision about the feature you want to use for account forecast calculations in your org. We recommend that you enable only one of these features in your org based on your decision."). For new implementations, use [Advanced Account Forecasting](https://help.salesforce.com/s/articleView?id=ind.aaf_admin_parent_concept.htm&release=264.0.0&type=5 "Generate comprehensive, multi-horizon forecasts for sales, operations, inventory, service, and other aspects of your business. Tailor your forecasting configurations to your objectives to generate accurate, relevant forecasts. Generate forecasts based on the data sources of your choice, such as opportunities, orders, and sales agreements, and define sophisticated calculation logic. Help different teams collaborate on forecasts and fine-tune forecasts."). For existing implementations, plan your [migration](https://help.salesforce.com/s/articleView?id=ind.aaf_admin_migrate_af.htm&release=264.0.0&type=5 "You can use Advanced Account Forecasting to generate forecasts based on opportunities, orders, sales agreements, historical orders, and any other custom measures considering all aspects of business from Salesforce and beyond. If you’re an existing customer using Account Forecasting, follow these steps to migrate to Advanced Account Forecasting.").

<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>

- Enable Opportunity Probability to use the value in the Probability field of opportunities for calculating opportunity metric values in account forecasts.
- Enable Opportunity Product Schedules to forecast calculations based on opportunity quantity and revenue schedules.

- **[Select Sales Agreement List View for Account Forecasting](https://help.salesforce.com/s/articleView?id=ind.admin_account_forecasting_sales_agreements_list_view.htm&release=264.0.0&type=5)**  
    The sales agreements in the selected list view are considered when calculating the sales agreement metric values of account forecasts.
- **[Use Opportunity Probability to Calculate Account Forecasts](https://help.salesforce.com/s/articleView?id=ind.admin_account_forecasting_opportunity_probability.htm&release=264.0.0&type=5)**  
    Enable Opportunity Probability to calculate opportunity quantity and revenue values in account forecasts.
- **[Use Opportunity Product Schedules to Calculate Account Forecasts](https://help.salesforce.com/s/articleView?id=ind.admin_account_forecasting_enable_opportunity_schedules.htm&release=264.0.0&type=5)**  
    Enable Opportunity Product Schedules to forecast calculations based on opportunity quantity and revenue schedules.