Create a Consumption-Based Forecast Type

You configure a consumption-based forecast type by selecting the data source for your forecast, setting up forecast rollups, choosing columns to display, and selecting the date type for forecast calculations. After you complete the setup, the forecast type appears as a tab on the forecasts page, where your teams can view and forecast revenues.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Unlimited with Sales, and in Agentforce 1 Sales Edition

Note

Before you configure a consumption forecast type, make sure you configure the required permissions and set up Data 360.

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.
3. Fill in the details in each section and save your changes.
4. To complete the setup flow, click Save & Close.
   The new forecast type appears in the list of Available Consumption Forecast Types on the Forecasts Settings page. Your new type has an inactive status.

   

   Tip

   To activate the forecast type immediately, click Save & Activate.

5. To make the new forecast type available on the forecasts page, return to the Forecasts Settings page and select Activate from the quick actions for the forecasts type. You can have up to four active forecast types at one time. To edit an active forecast, such as choosing the columns to display, or changing forecasts roll-up, click Edit from the quick actions list for the active forecast.
   

   Warning

   Deactivating a forecast type deletes the related forecasting data.

• Define Data Model Relationships for Your Forecast
  To determine what to show as rows and columns in a consumption forecast type, identify the data model relationships that you defined in Data 360. Define the parent-child relationships between data model objects (DMOs) and identify their lookup fields. Defining these relationships and their lookup fields ensures that your forecast rolls up accurately.
• Determine How to Roll Up Forecasts
  Keep your sales team informed about what’s happening at every level and let them see forecast rollups across your business.
• Add Columns to a Forecast Type
  To show forecast measures on the forecasts page, add columns to the grid. You can add up to nine columns, including the quota column.
• Allow Users to Adjust Forecast Values
  Allow forecast users to adjust their own forecast values in any one of the measure columns.
• 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.