Billing Forecast

Billing Forecast estimates upcoming invoice charges before invoices are created. Finance and sales teams can review projected charges, including new sales, amendments, renewals, and cancellations, to plan expected billing and discuss estimates with customers.

Available in: Lightning Experience

Available in: Enterprise, Unlimited, and Developer Editions with the Revenue Cloud Billing license. Contact your Salesforce account executive for more information.

Billing Forecast doesn’t apply to milestone charges or usage charges.

• Turn On Billing Forecast
  Turn on Billing Forecast in Billing Settings so your org can generate forecast runs.
• Add the Billing Forecast to Data 360
  Complete this setup if you want to review forecast data in the Billing Forecast Console, which uses Tableau Next.
• Schedule Billing Forecast Runs
  Create a billing forecast scheduler to run forecasts once or on a recurring schedule, then filter the billing schedules to include, similar to the invoice scheduler.
• Use the Billing Forecast Console
  Review projected charges across accounts, charge types, and billing periods, and see how cancellations change upcoming amounts.
• Example: Preview Projected Billing Charges
  Explore an example that shows how a billing team reviews subscription charges after an amendment and a cancellation.
• Recover Billing Schedules
  Update Forecast Status from Processing to Pending Forecast or Forecasted so stuck billing schedules can be included in the next forecast run.
• Generated Forecast Details
  Each Billing Forecast record shows a projected charge from a forecast run, including the related Forecast Batch Run and Forecast Status.