---
schema_version: "1"
id: 55794c97dd99b4a1e3aa94cda6db6a72d39a0aeb28d6b70dbde158f4f91e33ac
title: Configure Forecast Adjustment Settings
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/af_admin_adjustment_task.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.af_admin_adjustment_task.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ad6d5a02d16ef150c7075c5fffa8bf12707c2b97ffe082e7c0dbae4ae0d37b7d
description: 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.
products:
  - Manufacturing
release: "264"
---
# Configure Forecast Adjustment Settings

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](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>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d102845e96">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d102845e96 ">To modify forecast settings:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d102845e96 ">Customize Application</td>

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1. From Setup, enter Manufacturing in the Quick Find box, and then select **Account Forecasting**.
2. Specify the adjustment settings.
    
    1. 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.
    2. 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.
    3. Allow Adjustments: Select whether you allow adjustments at the start or the end of every month or quarter.
        
        ![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 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.

![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 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.

#### See Also

- [Track Adjustments to Forecasts](https://help.salesforce.com/s/articleView?id=ind.af_user_trackedits_task.htm&release=264.0.0&type=5 "During the adjustment period, multiple users can collaborate on your forecasts to make adjustments. In addition to the metrics provided by default, you can edit the values of the custom metrics too. It’s critical for you to track the edits for each cell and reset the value whenever required.")