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Considerations for Advanced Account Forecast Product Category

Considerations for Advanced Account Forecast Product Category

Note these considerations when using the Advanced Account Forecast Product Category app to generate forecasts for product categories.

  • Adjustments to measure values in the forecast grid for categories at a higher level don’t reflect automatically for the lower-level categories in the hierarchy and vice versa.
  • Measures values for a product roll up only at the product’s primary category level and its parent categories in the hierarchy.
 
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Salesforce Help | Article