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Create Holistic, Multi-Enterprise Forecasts with Advanced Account Forecasting
Generate comprehensive, multi-horizon forecasts for sales, operations, inventory, service, and other aspects of your business. Tailor your forecasting configurations to your objectives to generate accurate, relevant forecasts. Generate forecasts based on the data sources of your choice, such as opportunities, orders, and sales agreements, and define sophisticated calculation logic. Help different teams collaborate on forecasts and fine-tune forecasts.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions |
Watch this video to understand how you can generate comprehensive, enterprise forecasts for sales, operations, inventory, service with accuracy and insight.
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Advanced Account Forecasting.
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Use Advanced Account Forecasting to enhance your strategic planning, optimize resource allocation, and improve overall operational efficiency. Advanced Account Forecasting has these key features.
- Separate Forecast Sets: Define different forecast configurations, such as dimensions, measures, and period groups, based on the business objectives. Set up different forecast sets for different business units, regions, or other logical groupings.
- Sophisticated Forecast Calculations: Generate forecast measure values from automated batch processes, forecast formulas, or user updates. Extract forecast source data from multiple objects, and apply complex transformations and calculations to generate forecasts.
- Automated Forecast Updates: Define automated processes to generate, regenerate, recalculate, and roll over forecasts at regular intervals.
- Flexible Forecast Periods: Control the number and duration of periods for which forecasts are generated and shown.
- Intuitive Forecasting View: Navigate through your forecast data effortlessly with an interface designed for clarity and ease of use. Focus on key forecast measures and monitor forecasts across specific dimensions and time periods. Update one forecast value at a time or multiple values simultaneously.
- Forecast Adjustments: Define adjustment periods based on user profiles to help different stakeholders update the right forecasts at the right time.
- Partner Collaboration: Help partners, such as suppliers and distributors, track forecasts in your manufacturing Experience Cloud site.
- How Advanced Account Forecasting Works
Advanced Account Forecasting helps manufacturers generate and manage forecasts tailored to specific objectives. It links forecast sets, which include configurations such as dimensions, measures, and period groups, to forecast contexts, such as accounts or locations. The tool supports forecast configurations based on each unique business scenario. - Workflow for Advanced Account Forecasting
Salesforce admins configure feature and security settings for Advanced Account Forecasting, define dimension sources and period groups, create forecast sets, and configure forecast calculation mechanisms. They can set up Experience Cloud sites to help partners track forecasts. Users can track, filter, and edit forecasts. - Advanced Account Forecasting Setup
Set up and configure Advanced Account Forecasting to generate multi-horizon forecasts for manufacturing business processes. Configure the Advanced Account Forecasting and its related features, and configure their permission and security settings. Create a forecast set for each business area that requires forecasts, such as product category sales across territories, spare part revenue across service territories, inventory stocks across warehouses, and asset lifetime value across accounts. Define critical forecast configurations, such as measures, dimensions, duration, and adjustment periods. Use the Data Processing Engine to orchestrate forecast calculations based on multiple data sources. - Advanced Account Forecasts Tracking and Adjustment
Track advanced account forecasts to make informed decisions, draw easy comparisons between data points, and monitor key metrics over time. Adjust individual or multiple forecast values simultaneously, based on industry trends, business planning, and other factors. Filter forecasts to concentrate on the relevant data and easily identify patterns. - Deploy Advanced Account Forecasting Analytics for Manufacturing
Use the Advanced Account Forecasting Analytics for Manufacturing app to gain insights into your forecast data and develop accurate forecasts to optimize your production and operations. Deploy Advanced Account Forecasting Analytics for Manufacturing by assigning permissions, enabling CRM Analytics, and creating and sharing the analytics app for your users. - Considerations for Advanced Account Forecasting
Review these considerations before you start using Advanced Account Forecasting.
