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.
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 track forecast adjustments
Read, edit permission on Account Forecasts and Account Forecast Adjustments
On an account’s record, navigate to the Forecast tab.
Click in a cell.
The icon is an indicator that the forecast value in that cell is modified. In the
popover, you can view the last auto-calculated forecast value and the last three manual edits,
along with the User ID and adjustment note for each edit.
To reject the manual edits and accept the auto-calculated forecast value, click
Reset.
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