When Account Forecasting is enabled in Salesforce, you can generate forecasts for your account and provide growth metrics to generate forecasts.
Required Editions
There’s a newer version of forecasting available called Advanced Account Forecasting. Ask your admin about migrating. To learn more, see Maintain Holistic Account Forecasts.
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To generate forecast | Owner of the account record, read, and edit permissions. |
Before you generate forecast, make sure that you have at least one of the following associated with your account:If there are no related objects, the forecast values are zero because there are any products to generate forecast for. You can add new products to an account forecast, even outside the adjustment period.
- Orders
- Opportunities
- Sales Agreements
In an ever-changing business, you want to forecast based on the most current values for account and market growth. So, when you generate forecasts for the first time, you can provide the account growth percentage and market growth percentage for the upcoming month or quarter.
- On an account’s record, click the Forecast tab.
- Enter a percentage value at which you expect your account to grow for the upcoming period. The duration of the period depends on whether the forecast frequency is monthly or quarterly.
- Enter a percentage value at which you expect the market for your products to grow for the upcoming period. The duration of the period depends on whether the forecast frequency is monthly or quarterly.
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Click Generate Forecast.
The forecast is generated in the account’s currency. Depending on the volume of data to be generated, you may have to wait for some time before you see the forecasts for the first time. An in-app notification is sent to you when the forecast is ready. To view the results on the Forecast tab, refresh the page.