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            Define Data Model Relationships for Your Forecast

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            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.

            Required Editions

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

            Identify the DMOs that represent your business dimensions, like accounts and products. Identify the DMO that contains your measure data, like actual or predicted revenue. Indicate which DMO stores the record ownership data you want to show.

            For example, to forecast consumption for your computing storage business, set the parent-child relationships between DMOs as specified in this table.

            UI Field Value Select the field that contains...
            Parent DMO Account DMO The parent object in the hierarchy. An account can have multiple products or services.
            Child DMO StorageService The service whose usage you want to forecast. This is the child of the Account DMO.
            Parent Lookup Field Account_Lookup Foreign key that establishes the relationship between the StorageService DMO and the Account DMO.
            Measure DMO StorageUsage Contains the daily usage data and metrics for the StorageService DMO.
            Child Lookup Field StorageService_Lookup Foreign key that establishes the relationship between the StorageUsage DMO and the StorageService DMO.
            Record Ownership DMO Account DMO The object that needs to be considered for record ownership and filtering the right data for that user.
            Record Ownership Field Account_ownerid The field on the object where user ID of the record owner is stored.
            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 define DMO relationships.
            3. Open the Identify Where You Want to Use Your Data in the Forecast section and set the relationships based on your business use case.
            4. Click Save & Close.
             
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