Data Processing Engine Definition Customizations for Advanced Account Forecasting (Examples)

When you modify a DPE template, you also must modify the associated forecast set, and define additional dimensions or period groups according to your requirements.

When you clone and use the predefined templates as is, the generated forecast data is stored in the out-of-the-box Advanced Account Forecast Fact object. If you want to view account forecasts for additional measures, or remove any existing measures, make sure that you modify the fields in the Advanced Account Forecast Fact object, or create a custom fact object for your use.

• Example: Analyze Product Cost and Profit Margins with Advanced Account Forecasting and Data Processing Engine
  A company wants to analyze the cost and profit margins of their products using account forecasts. However, the predefined measures available with Advanced Account Forecast Fact only help account managers view quantity and revenue-based metrics for their products from orders, opportunities, and sales agreements. Demand planners typically look at the cost of a product across accounts and also the profit margins for a specific account-product combination. Having visibility into the revenue and profit margins for future periods helps them plan their costing and discounting strategies for all accounts. In this example, we’ll see how you can add new measures for advanced account forecasts and use the Data Processing Engine to calculate the values for these custom measures.
• Example: Add the Location Dimension for Account Forecasts
  You can customize the default forecast set and out-of-the-box Data Processing Engine templates by adding additional dimensions, measures, and filters. This example shows how to add a dimension called Location and customize the out-of-the-box Generate Account Forecast Data Processing Engine definition to generate account forecasts.