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Calculate Forecasts for Accounts in a Hierarchy

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Calculate Forecasts for Accounts in a Hierarchy

Generate forecasts for all accounts in a hierarchy and see the rolled up forecast values at a parent account level. Use Data Processing Engine templates, custom fields, and a sample forecast set to calculate and roll over forecast for all child accounts and display the cumulative data at the parent account level. Empower your country managers, regional managers, and account managers to collaborate on forecasts and review the adjusted values.

Required Editions

Available in: Enterprise, Unlimited, and Developer Editions.
  • Workflow of the Account Hierarchy Forecast Prebuilt App
    Review the high-level workflow of the Calculate Forecasts for Accounts in a Hierarchy prebuilt app.
  • Prerequisites for Using the Account Hierarchy Forecast Prebuilt App
    Review these prerequisites before you deploy and use the Calculate Forecasts for Accounts in a Hierarchy prebuilt app.
  • Install the Account Hierarchy Custom Fields and Permissions Prebuilt App Package
    To get access to custom fields, permission sets, dimension sources, and apex classes and triggers for the Calculate Forecasts for Accounts in a Hierarchy prebuilt app, first install an unmanaged package in Salesforce. The custom fields are added to the Advanced Account Forecast Fact object when you install the package. The permission set can be assigned to admins and account managers who manage forecasts.
  • Install the Account Hierarchy DPEs and Forecast Set Prebuilt App Package
    To get access to Data Processing Engine templates, a sample forecast set, and a sample period group for the Calculate Forecasts for Accounts in a Hierarchy prebuilt app, first install an unmanaged package in Salesforce. You can clone the Data Processing Engine templates and activate the new definitions after you install the package. The period group and the forecast set can be edited as per your business requirements.
  • Configure the Sample Forecast Set for Account Hierarchy
    After you install the Account Hierarchy DPEs and Forecast Set package in your Salesforce org, edit the sample forecast set that’s included as a component in the package. You must clone the Data Processing Engine (DPE) templates that are also part of the package to create and activate DPE definitions. You can then select these definitions in the sample forecast set, and make other changes as required. For example, you can add custom measures, add forecast dimensions, define additional forecast adjustment periods, and more.
 
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