--- schema_version: "1" id: 37b56fb1b61a6a04af37b8fb11ecd74fbbd0d025da3a798a7fe713bf540de2dd title: Create Account Forecasts to Enhance Your Planning collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/af_admin_parent_concept.md canonical_url: https://help.salesforce.com/s/articleView?id=ind.af_admin_parent_concept.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 90552c0fc3ebbaeb150563889415900b4710d292f186bccb2640f17a11fa7c25 description: 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. products: - Manufacturing release: "264" --- # Create Account Forecasts to Enhance Your Planning 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
![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."). - **[Set Up Account Forecasting](https://help.salesforce.com/s/articleView?id=ind.af_admin_settings_concept.htm&release=264.0.0&type=5)** 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](https://help.salesforce.com/s/articleView?id=ind.af_user_container_concept.htm&release=264.0.0&type=5)** 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](https://help.salesforce.com/s/articleView?id=ind.mfg_af_considerations.htm&release=264.0.0&type=5)** Review these considerations before setting up and using Account Forecasting in Manufacturing Cloud.