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Track Adjustments to Forecasts

During the adjustment period, multiple users can collaborate on your forecasts to make adjustments. In addition to the metrics provided by default, you can edit the values of the custom metrics too. It’s critical for you to track the edits for each cell and reset the value whenever required.

Required Editions

Note
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 track forecast adjustments Read, edit permission on Account Forecasts and Account Forecast Adjustments
  1. On an account’s record, navigate to the Forecast tab.
  2. Click Change in Value icon in a cell.

    The icon is an indicator that the forecast value in that cell is modified. In the popover, you can view the last auto-calculated forecast value and the last three manual edits, along with the User ID and adjustment note for each edit.

  3. To reject the manual edits and accept the auto-calculated forecast value, click Reset.

See Also