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Update Multiple Values of Account Forecasts
You can update multiple values of a single metric of an account forecast at a time.
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 the Forecast tab of an account’s record page, click Mass Update .
-
Select the products. You can select multiple products at a time.
You can update the values of all products or up to 350 products for all periods or multiple periods at once.
- Select the periods. You can select multiple periods at a time.
- Select the metric for which you want to change the values.
-
Select an action:
- Increase By
- Decrease By
- Replace With
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Enter a value for the selected action and save your changes. You can change the value into
a percentage by selecting Use as percentage.
Note
- You can update multiple values of a metric in account forecasts only during the adjustment period.
- You can’t update values of account forecast when recalculation is in progress.
You receive an in-app notification when the process is complete. You can see 
in every updated cell. This icon is
an indicator that the forecast metric value in that cell has been modified.
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