Forecast adjustments and collaboration in Advanced Account Forecasting
Key Takeaway
On a forecast set, add a separate adjustment period for each user profile so each team gets its own editing window and frequency. The Week frequency is available only when custom fiscal years are enabled in the org.
In Advanced Account Forecasting, teams such as account executives, key account managers, and finance managers can change forecast values only during set windows of time called adjustment periods. Admins define these windows on each forecast set, one per user profile. Admins also choose, measure by measure, whether changes are tracked. As a result, several groups can work on one shared forecast and see each other's adjustments.
Forecast sets hold the rules
Adjustment rules live on the forecast set, so each forecast set in the same org can have its own rules.
A new forecast set starts out inactive. Forecasts can be generated only after the forecast set is activated.