--- schema_version: "1" id: 8cda42c370e1926562b051f0a6ece0e53e1c8372c8a9b04670fe9bb1102570c9 title: Set Up Account Forecasting collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/af_admin_settings_concept.md canonical_url: https://help.salesforce.com/s/articleView?id=ind.af_admin_settings_concept.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 3516753a5b6852ae5bd6a516effe873af11258ec90c0b34837116142f00fcc5d description: 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. products: - Manufacturing release: "264" --- # 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. ### 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."). - **[Configure Forecast Generation and Display Settings](https://help.salesforce.com/s/articleView?id=ind.af_admin_displaysetting_task.htm&release=264.0.0&type=5)** 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. - **[Configure Account Forecast Generation Filters](https://help.salesforce.com/s/articleView?id=ind.admin_account_forecasting_generation_filters.htm&release=264.0.0&type=5)** Select the list views for accounts and products in the Setup page of Account Forecasting. Forecasts are generated only for the selected accounts. - **[Configure Account Forecast Calculation Settings](https://help.salesforce.com/s/articleView?id=ind.admin_account_forecasting_calculation_setting.htm&release=264.0.0&type=5)** Define the sales agreements to use for calculating sales agreement metric values in account forecasts by selecting a sales agreement list view. - **[Configure Forecast Adjustment Settings](https://help.salesforce.com/s/articleView?id=ind.af_admin_adjustment_task.htm&release=264.0.0&type=5)** 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. - **[Recalculate All Account Forecasts](https://help.salesforce.com/s/articleView?id=ind.admin_account_forecasting_recalculate_all.htm&release=264.0.0&type=5)** Recalculate forecasts for all the identified accounts at any time during your company's fiscal year. - **[Account Forecasting Usage and Limits](https://help.salesforce.com/s/articleView?id=ind.admin_account_forecasting_usage.htm&release=264.0.0&type=5)** You can view the data volume used and number of times certain operations have run for account forecasts in your Salesforce org. Compare this usage with the defined limits by checking the percentage of the limit used. You can ensure optimal performance of your Salesforce org by reviewing these details periodically. - **[Create Custom Fields for Account Product Forecast and Account Product Period Forecast Objects](https://help.salesforce.com/s/articleView?id=ind.af_admin_custom_fields.htm&release=264.0.0&type=5)** You can create custom fields for the Account Product Forecast and Account Product Period Forecast objects and define a unique mapping for these fields. This mapping creates a metric that you can add to an account forecast. Use these custom metrics to track account forecasts better. - **[Map Custom Fields of Account Product Forecast and Account Product Period Forecast](https://help.salesforce.com/s/articleView?id=ind.af_admin_map_custom_fields.htm&release=264.0.0&type=5)** Add custom metrics to the Forecast tab of an account by mapping custom fields of Account Product Forecast and Account Product Period Forecast. Make each mapping unique. - **[Select Metrics to Display in Forecast](https://help.salesforce.com/s/articleView?id=ind.af_admin_metrics_task.htm&release=264.0.0&type=5)** Select the metrics you want your key account managers to view on the Forecast tab for an account. - **[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. - **[Setup Email Notifications for Account Forecasts](https://help.salesforce.com/s/articleView?id=ind.af_admin_notifications_task.htm&release=264.0.0&type=5)** Set up contact information to send notifications along with suggested next steps in case automated processes fail. - **[Notifications for Account Forecast Operations](https://help.salesforce.com/s/articleView?id=ind.af_notify_operations.htm&release=264.0.0&type=5)** When forecast operations, like forecast generation, complete or fail, admins and account managers are notified via in-app notifications, email, or both. #### See Also - [Enable Features for Manufacturing Cloud](https://help.salesforce.com/s/articleView?id=ind.mfg_enable_features.htm&release=264.0.0&type=5 "Turn on settings in Setup to enable Manufacturing Cloud features. To get started with certain features, you must set up some prerequisites and additional configurations.") - [Permission Set Licenses for Internal Users in Manufacturing Cloud](https://help.salesforce.com/s/articleView?id=ind.mfg_permission_set_licenses.htm&release=264.0.0&type=5 "Grant internal users access to the objects, workflows, and settings that are required to use the Manufacturing Cloud features. Admins must assign the appropriate combination of permission set licenses to a user based on the user’s role. Permission set licenses give users access to the features that aren’t included in their user licenses.")