Data Processing Engine templates in Advanced Account Forecasting
Key Takeaway
Choose the DPE template by what changed. Run Regenerate Account Forecast after you change the forecast set itself, and Recalculate Account Forecast after sales agreements or opportunities change. A new forecast dimension starts as a custom Lookup field on the Advanced Account Forecast Fact object.
Advanced Account Forecasting uses the Data Processing Engine (DPE), an Extract-Transform-Load tool, to calculate forecast values and write them to forecast records. Agentforce Manufacturing provides four DPE templates: Generate Account Forecast, Recalculate Account Forecast, Regenerate Account Forecast, and Rollover Account Forecast. Each one is used at a different point in the forecast lifecycle. You clone a template to create a definition, customize the clone if needed, and run it, often from a schedule-triggered flow.
How the pieces fit together
Three pieces work together in Advanced Account Forecasting:
- The Advanced Account Forecast Set (the forecast set) holds the configurations that decide how the forecast grid looks.
- DPE definitions hold the calculation logic.
- The Advanced Account Forecast Fact object stores the forecast data. It has one record per period, and the measures and dimensions are fields on the object.
Picture a forecast as a table. The rows are forecast measures, also called metrics, such as Opportunity Quantity, Sales Agreement Quantity, and Order Quantity. The columns are forecast dimensions, which are the fields you group and aggregate by, such as product category or location.