Use Consumption Forecasts to view and predict revenue for a consumption-based business
within a specific timeframe. The forecasts page consists of various forecast types, each
providing a consolidated view. These forecasts display totals and subtotals of consumption
amounts, organized by forecast rollup and time period. Forecasts can include adjustments made by
forecast managers to their associates' forecasts and by associates to their own
forecasts.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited with Sales, and in
Agentforce 1 Sales Edition
|
Consumption Forecasts uses the forecast hierarchy to roll up consumption data into forecasts
for your teams. The organization of forecasts in each forecast type varies based on user
roles: forecast manager and associate.
Forecast Manager View
This image illustrates the forecast manager’s view with forecast projections for the quarters in
the current year.
- The quarters in the current year are shown (1). Expand each quarter to see the names of
immediate subordinates (associates) and a link to the associate view if the manager owns
any accounts. To view an associate’s forecasts, select their name. If the associate has
their own subordinates, the view remains the same. Otherwise, the associate view is
shown.
- The forecast measures for each quarter are shown in these columns (2).
Associate View
This image illustrates the associate’s view with forecast
projections for products or services in an account for the quarters in the current year.
- On the left side, a list of accounts that the associate owns is shown (1). Expand the
account to show the products or services that fall under the account.
- The forecast projections for each quarter in the year are shown in these columns
(2).
- Adjust Forecasts
Forecast managers can adjust forecast totals for themselves and their immediate associates. Associates can adjust their own forecasts and those of subsequent products or services, depending on the defined ownership.
- Increase or Decrease Forecasts for Upcoming Periods
Increase or decrease forecasts by a percentage based on the forecast value you want to adjust for the selected upcoming periods, starting from the next period.
- Adjust Forecasts Based On Total Value
Configure adjustments to automatically adjust forecasts by a percentage of the total value for the selected upcoming periods.
