---
schema_version: "1"
id: a3b28d9d2425d8c3e391e511b54e04b11035b28a70164cc9551e7b3c9e957583
title: Generate Forecasts for the First Time
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/af_user_firsttimegenerate_task.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.af_user_firsttimegenerate_task.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a728c5d3b11119496217eaa0738043bb60e695f491839b2d5932992cdedc5782
description: When Account Forecasting is enabled in Salesforce, you can generate forecasts for your account and provide growth metrics to generate forecasts.
products:
  - Manufacturing
release: "264"
---
# Generate Forecasts for the First Time

When Account Forecasting is enabled in Salesforce, you can generate forecasts for your account and provide growth metrics to generate forecasts.

### 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. Ask your admin about migrating. To learn more, see [Maintain Holistic Account Forecasts](https://help.salesforce.com/s/articleView?id=ind.aaf_user_container_concept.htm&release=264.0.0&type=5 "Track advanced account forecasts to make informed decisions, draw easy comparisons between data points, and monitor key metrics over time. Adjust individual or multiple forecast values simultaneously, based on industry trends, business planning, and other factors. Filter forecasts to concentrate on the relevant data and easily identify patterns.").

<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">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d24891e82">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d24891e82 ">To generate forecast</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d24891e82 ">Owner of the account record, read, and edit permissions.</td>

          </tr>
        </tbody>
      </table>

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.

1. On an account’s record, click the **Forecast** tab.
2. 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.
3. 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.
4. 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.

#### See Also

- [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.")