Use Account Forecasting to generate forecasts based on orders, opportunities, and sales
agreements. Create formulas to calculate your forecasts as per the requirements of your company.
Define a recurring adjustment period in alignment with your company’s planning period to allow for
collaborative edits during that period. After the period is over, the forecasts are locked. Use
the locked forecast values to plan inventory and operations for the upcoming schedules. Get
insights into comparative sale of products across accounts to prepare for new possibilities of
expanding your market.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer
Editions |
- Set Up Account Forecasting
To help users track forecast numbers for their accounts, enable Account Forecasting in Setup and assign users the appropriate permission sets. Then, define the account forecast configurations on the Account Forecasting page in Setup.
- View and Maintain Forecasts
Get accurate forecasts for your accounts for new and existing products. If a product is tracked through any of your associated orders, opportunities, and sales agreements, forecast is calculated for it. Based on the unique formulas your admin creates, you can view quantity and revenue forecast numbers all consolidated in the Forecast tab of your account’s record. During each adjustment period, you can also recalculate forecasts based on the most current account and market growth metrics. Your peers and executives can collaboratively edit the forecast numbers to share insights. You can focus on high-performing products, discover possibilities of sale for new products, and also plan your sales and operations for the upcoming month or quarter.
- Considerations for Account Forecasting
Review these considerations before setting up and using Account Forecasting in Manufacturing Cloud.
