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Create the Order Forecasting for Manufacturing App

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Create the Order Forecasting for Manufacturing App

Generate statistical order forecasting for advanced account forecast sets using a custom app. With the Order Forecasting for Manufacturing template, you can create a custom app to deploy a preconfigured recipe that generates statistical order forecasts. The preconfigured recipe uses a Time Series Forecasting Transformation node with the Multiplicative model to generate these forecasts.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions
Note
Note To generate statistical order forecasting, your Salesforce org must have more than 24 months of data at the account and product granularity level.
  1. In Analytics Studio, click Create, and then select App.
  2. Select the Order Forecasting for Manufacturing template, and then click Continue.
  3. Review the preview page, and then click Continue.
  4. Choose to create an app or to use settings from an existing app, and then click Continue.
    Analytics runs a compatibility check of the data in Salesforce.
  5. If the compatibility check reports any issues, follow the instructions in the error messages to resolve them, and then try to create the app again.
  6. If the compatibility check completes successfully, click Looks good, next.
  7. In the next setup flow window, make these selections:
    1. Advanced Account Forecast Set: Select an advanced account forecast set for which you want to forecast orders.
    2. Advanced Account Forecast Dimensions: Specify the forecast dimensions for the selected advanced account forecast set. You can specify up to two forecast dimensions.
    3. Order Fields: Select order fields that map to the specified forecast dimensions when the specified dimensions don’t include product or product category.
  8. Click Looks good, next.
  9. In the next setup flow window, make these selections:
    1. Forecast Frequency: Select the forecast frequency for the selected advanced account forecast set.
    2. Example Set Period Count: Specify the period for which you want to train the model using the example dataset.
    3. Forecast Period Count: Specify the period for which you want to generate forecasts for the selected advanced account forecast set. Ensure that this value is less than the Example Set Period Count value.
  10. Click Looks good, next.
  11. Name your app, and then click Create.
    The process takes a few minutes. When the process is completed, refresh the page.

See Also

 
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