View and Maintain Forecasts

Get accurate forecasts for your accounts for new and existing products. If a product is tracked through any of your associated orders, opportunities, and sales agreements, forecast is calculated for it. Based on the unique formulas your admin creates, you can view quantity and revenue forecast numbers all consolidated in the Forecast tab of your account’s record. During each adjustment period, you can also recalculate forecasts based on the most current account and market growth metrics. Your peers and executives can collaboratively edit the forecast numbers to share insights. You can focus on high-performing products, discover possibilities of sale for new products, and also plan your sales and operations for the upcoming month or quarter.

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

Note To view account forecasts, a user must be assigned a profile with the View Setup and Configuration administrative permission.

• Generate Forecasts for the First Time
  When Account Forecasting is enabled in Salesforce, you can generate forecasts for your account and provide growth metrics to generate forecasts.
• Switch Metrics View in Account Forecasts
  In Account Forecasts, you can view the different quantity and revenue metrics in separate views.
• Recalculate Forecast in a Single Click
  Recalculate forecasts for your account in a single click. During the adjustment period in your Salesforce org, you can recalculate forecasts to view the latest values after multiple users edit the values.
• Update Multiple Values of Account Forecasts
  You can update multiple values of a single metric of an account forecast at a time.
• Add Products to an Account Forecast
  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.
• Filter Account Forecasts by Products
  You can filter account forecasts by products.
• Filter Account Forecasts by Time Period
  For a more detailed view, you can filter account forecasts by time period.
• Track Adjustments to Forecasts
  During the adjustment period, multiple users can collaborate on your forecasts to make adjustments. In addition to the metrics provided by default, you can edit the values of the custom metrics too. It’s critical for you to track the edits for each cell and reset the value whenever required.