You can add new products to an account forecast, even outside the adjustment period.
Account forecast is automatically recalculated to reflect the forecast metrics of all the periods
for the new products.
Required Editions
Note
There’s a newer version of forecasting available called Advanced Account Forecasting. Ask
your admin about migrating. To learn more, see Maintain Holistic Account
Forecasts.
Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer
Editions
User Permissions Needed
To modify account forecast
Read, Edit permissions on Account Forecasts
In an account’s record page, click Add Products on the Forecast
tab.
Select the products to be added and save your changes.
Note You can add a maximum of 50 products to an account forecast at a time.
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