Prerequisites for Advanced Account Forecast Product Category

Complete these prerequisites before you start using the Advanced Account Forecast Product Category app.

• Use the Category, Product Category, and Product Category Product objects to store the product and category data for generating forecasts.
• Use the Is Primary Category field on Product Category Product to define the primary category for the product. Forecasts only for products with a primary category are generated and shown in the grid.
• Define a parent category for the highest level category to be considered for generating forecasts. For example, to generate forecasts for Top Category (parent category for all other categories), define its parent category as Super Category.