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            Adjust Forecasts Based On Total Value

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            Adjust Forecasts Based On Total Value

            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.

            1. On the forecasts page, hover over the forecast value you want to adjust, and then click Pencil.
            2. In Adjustment Type, select Custom.
            3. Select the number of periods for which you want to apply adjustments.
            4. In each period, enter the percentage by which you want to calculate the adjustment, and add notes about why you made the adjustment.
            5. Save your changes.
             
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