Configure adjustments to automatically adjust forecasts by a percentage of the total
value for the selected upcoming periods.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited with Sales, and in
Agentforce 1 Sales Edition
|
For example, configure adjustments to automatically adjust forecasts by 5% on the total value
over the next 6 months.
- On the forecasts page, hover over the forecast value you want to adjust, and then click
.
- In Adjustment Type, select Custom.
- Select the number of periods for which you want to apply adjustments.
- In each period, enter the percentage by which you want to calculate the adjustment, and add notes about why you made the adjustment.
- Save your changes.
