Enable Custom Adjustments

Let forecast users configure adjustments based on the total value for upcoming periods. To enable custom adjustments on a measure column, you must first enable adjustments on that measure column.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited with Sales, and in Agentforce 1 Sales Edition
  1. From Setup, in the Quick Find box, enter Forecasts Settings, and then select Forecasts Settings.
  2. In the Available Consumption Forecast Types section, click Add a Forecast Type or open the forecast type in which you want to enable custom adjustments.
  3. In the Define What You Want to Measure section, open the measure column for which you want to enable custom adjustments.
  4. Select Allow user adjustments and then select Allow custom adjustments based on the total value.
  5. Select the DMO and field that contains the total value.
  6. Click Save, and Save & Close.
    Warning
    Warning

    Disabling custom adjustments deletes the total value details on which custom adjustments are based.