Generate Forecasts Based on Opportunity Product Schedules

To get started with the prebuilt app, install the Advanced Account Forecasts with Opportunity Line Item Schedules package in your org and create a forecast set with the DPE templates. These DPE templates generate forecasts based on the schedule date of an opportunity product schedule, instead of closed dates of opportunities.

• Prerequisites for Using Advanced Account Forecasts with Opportunity Line Item Schedules Prebuilt App
  Review these prerequisites before you deploy and use the Advanced Account Forecasts with Opportunity Line Item Schedules prebuilt app.
• Install Advanced Account Forecasts with Opportunity Line Item Schedules Package
  To configure and use the Advanced Account Forecasts with Opportunity Line Item Schedules prebuilt app, first install the Advanced Account Forecasts with Opportunity Line Item Schedules unmanaged package in your Salesforce org. The package contains four Data Processing Engine (DPE) definition templates.
• Data Processing Engine Templates with Advanced Account Forecasts with Opportunity Line Item Schedules Prebuilt App
  Advanced Account Forecasts with Opportunity Line Item Schedules prebuilt app comes with four Data Processing Engine (DPE) templates. You must clone the DPE templates to create and activate DPE definitions and use them in forecast sets.
• Create a Forecast Set for Advanced Account Forecasts with Opportunity Line Item Schedules Prebuilt App
  To generate forecasts based on opportunity line item schedules, specify the necessary forecasting configurations in a forecast set. You must specify the data processing engine definitions that come with the Advanced Account Forecasts with Opportunity Line Item Schedules prebuilt app, create forecast dimensions and measures, and more.