Plan for demand more efficiently and align your production and sales teams around your
evolving customer trends. Forecasts can show you planned and actuals for your business in one
place, forecasted out for a specific period of time, grouped by product, location, or other
dimensions.
Required Editions
Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer
Editions
Note
There are two versions of forecasting, Account Forecasting and Advanced Account Forecasting.
We recommend that new implementations use Advanced Account Forecasting and that existing
implementations plan a migration. Don’t enable both forecasting features.
Account Forecasting and Advanced Account Forecasting Comparison Compare Account Forecasting and Advanced Account Forecasting to make an informed decision about the feature you want to use for account forecast calculations in your org. We recommend that you enable only one of these features in your org based on your decision.
Create Holistic, Multi-Enterprise Forecasts with Advanced Account Forecasting Generate comprehensive, multi-horizon forecasts for sales, operations, inventory, service, and other aspects of your business. Tailor your forecasting configurations to your objectives to generate accurate, relevant forecasts. Generate forecasts based on the data sources of your choice, such as opportunities, orders, and sales agreements, and define sophisticated calculation logic. Help different teams collaborate on forecasts and fine-tune forecasts.
Create Account Forecasts to Enhance Your Planning Use Account Forecasting to generate forecasts based on orders, opportunities, and sales agreements. Create formulas to calculate your forecasts as per the requirements of your company. Define a recurring adjustment period in alignment with your company’s planning period to allow for collaborative edits during that period. After the period is over, the forecasts are locked. Use the locked forecast values to plan inventory and operations for the upcoming schedules. Get insights into comparative sale of products across accounts to prepare for new possibilities of expanding your market.
Migrate from Account Forecasting to Advanced Account Forecasting You can use Advanced Account Forecasting to generate forecasts based on opportunities, orders, sales agreements, historical orders, and any other custom measures considering all aspects of business from Salesforce and beyond. If you’re an existing customer using Account Forecasting, follow these steps to migrate to Advanced Account Forecasting.
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