Update Multiple Values of Account Forecasts

You can update multiple values of a single metric of an account forecast at a time.

Required Editions

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.

Available in: Lightning Experience

Available in: Enterprise, Unlimited, and Developer Editions

User Permissions Needed
To modify account forecast	Read, Edit permissions on Account Forecasts

In the Forecast tab of an account’s record page, click Mass Update .
Select the products. You can select multiple products at a time.
You can update the values of all products or up to 350 products for all periods or multiple periods at once.
Select the periods. You can select multiple periods at a time.
Select the metric for which you want to change the values.
Select an action:
1. Increase By
2. Decrease By
3. Replace With
Enter a value for the selected action and save your changes. You can change the value into a percentage by selecting Use as percentage.
Note

You can update multiple values of a metric in account forecasts only during the adjustment period.

You can’t update values of account forecast when recalculation is in progress.

You receive an in-app notification when the process is complete. You can see in every updated cell. This icon is an indicator that the forecast metric value in that cell has been modified.