Generate Forecasts for Key Revenue Measures

To set up revenue measures for Advanced Account Forecasting in your org, you must create and update various components, such as custom fields, Data Processing Engine definitions, and flows. To help you get started quickly, the Manufacturing Cloud Learning trial org includes all the components you need. Using this trial org, you can package all the components and then install the package into your Salesforce org.

To sign up for a Learning trial org, see Create a Manufacturing Cloud Trial Org.

• Create and Upload Packages for Advanced Account Forecast Revenue Measures
  Create and upload packages in your Learning trial org with the required assets for Advanced Account Forecast Revenue Measures.
• Install Packages for Advanced Account Forecast Revenue Measures
  Install the packages that you created in your Learning trial org into your Salesforce org.
• Create the Forecast Set for Advanced Account Forecast Revenue Measures
  Create the provided Advanced Account Forecast Revenue Measure forecast set using a predefined flow.
• Configure the Forecast Set with DPE Definitions for Revenue Measures
  Configure the provided forecast set to use the Data Processing Engine (DPE) definitions for Advanced Account Forecast Revenue Measures.
• Activate the Forecast Set for Advanced Account Forecast Revenue Measures
  Activate the provided forecast set for Advanced Account Forecast Revenue Measures.
• Run DPE Definitions Using Flows to Generate Forecasts for Key Revenue Measures
  The Advanced Account Forecast Product Category package includes schedule-triggered flows and screen flows to run Data Processing Engine (DPE) definitions. You can customize these flows to run the DPE definitions to generate forecasts for key revenue measures.