---
schema_version: "1"
id: 6ff505dc0d62932047294c2e74b15311f063b7ac9bda17942271de1483deb861
title: Configure Forecast Generation and Display Settings
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/af_admin_displaysetting_task.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.af_admin_displaysetting_task.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 496c70b036455bcb82268eb3f15e3218d067688c4d3b34a694538aaa1950aad4
description: Set up the forecast display settings on the Account Forecasting page in Setup. You can define the start period, forecast frequency, and the display duration for rolling forecasts. The forecast display rolls over and adds another period every month or quarter, depending on the selected forecast frequency. This rolling forecast capability ensures that you forecast as many months ahead as in the display duration.
products:
  - Manufacturing
release: "264"
---
# Configure Forecast Generation and Display Settings

Set up the forecast display settings on the Account Forecasting page in Setup. You can define the start period, forecast frequency, and the display duration for rolling forecasts. The forecast display rolls over and adds another period every month or quarter, depending on the selected forecast frequency. This rolling forecast capability ensures that you forecast as many months ahead as in the display duration.

### 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="d40123e96">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d40123e96 ">To modify forecast settings:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d40123e96 ">Customize Application</td>

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1. From Setup, enter Manufacturing in the Quick Find box, and then select **Account Forecasting**.
2. Define the following:
    
    1. Forecast Frequency: Select monthly or quarterly.
    2. Start Period: This field derives the start period for generating forecasts. Enter the number of periods before the current period to arrive at the start period. For example, if the current period is August 2020 and you enter the 6 periods ago as the start period, you generate forecasts starting from February 2020. To start from the current period, enter 0.
        
        ![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-manufacturing-264-0-0-production-enus/71a7997a-6330-43f9-81ad-0e7c8f13997c/images/icon_tip.png)
        
        Tip If you want to compare quantity and revenue forecasts, it’s helpful to generate forecasts for previous periods. Your account managers can gain insights into product performance for past, present, and future periods.
    3. Display Duration: Select the total number of periods for generating forecasts. For example, if the start period is February 2020 and the display duration is 8 periods, you generate forecasts from February 2020 to September 2020.
    
    The forecast display rolls over and adds another period every month or quarter, depending on the selected forecast frequency. For example, let’s assume that the forecast frequency is monthly and the display duration is from February 2020 to September 2020. At the end of February 2020, you get a forecast for March 2020 to October 2020.
    
    ![Warning](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-manufacturing-264-0-0-production-enus/71a7997a-6330-43f9-81ad-0e7c8f13997c/images/icon_warning.png)
    
    Warning
    
    - You can have a display duration of up to 36 periods. Adding more than 36 periods can result in performance issues.
    - If you modify the forecast display settings, all active forecast records expire, and the regenerated records replace them. If regeneration fails, account owners receive a notification.
    - Account forecasts are regenerated when you change the generation and display settings. If you regenerate account forecasts, the forecast data for manually added products and any adjustments are lost. To ensure that the forecast data for manually added products is included, create an opportunity, order, or sales agreement for those products. Alternatively, manually add the products and adjustments again.
    
    ![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-manufacturing-264-0-0-production-enus/71a7997a-6330-43f9-81ad-0e7c8f13997c/images/icon_important.png)
    
    Important Any custom validation rules and triggers added on your account forecasting objects can interfere with the account forecast generation process. If the forecast generation for your accounts fails, disable the custom rules and triggers and then try generating forecasts.

Before saving your settings, use the Account Forecast Formula Builder to create formulas for all periods. You can create different formulas to calculate quantity and revenue. If the display duration is 8 months, you can create up to 8 formulas.

#### See Also

- [Build Formulas to Calculate Forecast](https://help.salesforce.com/s/articleView?id=ind.af_admin_formulas_task.htm&release=264.0.0&type=5 "Use the Formula Builder on the Account Forecasting page in Setup to create formulas for forecast calculations. You can define your own formulas for quantity and revenue based on sales agreements, orders, opportunities, and account metrics.")