Align your forecast adjustments with your company’s planning period. During the adjustment period, your company can collaborate on forecasts and modify forecast values. Forecast values are locked beyond the adjustment period. Account managers can use the time beyond the adjustment period to plan inventory and operations.
Required Editions
Note
There’s a newer version of forecasting available called Advanced Account Forecasting. To learn about how the features are different, review this comparison. For new implementations, use Advanced Account Forecasting. For existing implementations, plan your migration.
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To modify forecast settings: | Customize Application |
- From Setup, enter Manufacturing in the Quick Find box, and then select Account Forecasting.
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Specify the adjustment settings.
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For Adjustment Frequency, select monthly or quarterly. Forecasts can be manually adjusted
at this frequency.
If your forecast frequency is quarterly, you can’t have monthly adjustments.
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For Adjustment Period in Days, enter the number of days in each month or quarter for
editing forecast values.
Forecasts automatically recalculate for new and existing products at the start of every adjustment period.
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Allow Adjustments: Select whether you allow adjustments at the start or the end of every
month or quarter.
Note Account forecast is recalculated automatically at the start of every adjustment period. The process runs once, at 1:00 AM of your Salesforce org’s timezone.
At the start or the end of each quarter or month, specify the adjustment days when users can collaborate and modify forecast values for accounts. The adjustments give peers and executives insights into product performance, market growth, and account growth. Forecast values are locked at the end of each adjustment period. This time beyond the adjustment period helps account managers plan sales and operations for the upcoming periods. Account managers can determine the accounts to target for driving business based on the forecast revenues. Account managers can plan inventory and stock for the upcoming periods based on the forecast quantities. -
For Adjustment Frequency, select monthly or quarterly. Forecasts can be manually adjusted
at this frequency.
Example If you have monthly adjustments for 15 days at the start of the period, account managers
can edit forecasts for the first 15 days of each month.