Account Forecasting settings and adjustment periods
Key Takeaway
Teams edit forecast values during a recurring adjustment period, and the values lock after it ends. If Account Product Period Forecast records go over the limit, rollover, regeneration, recalculation, and fetching of new products stop until you delete historical records.
Account Forecasting in Agentforce Manufacturing projects quantity and revenue numbers for accounts and their products over a rolling window of time. Its account-level forecasts show managers how a product performs across different accounts. Sales, finance, and operations teams work from the same numbers and adjust them as customer needs and market demand change. Admins control how forecasting works on the Account Forecasting page in Setup.
Account Forecasting and Advanced Account Forecasting
There are two versions of forecasting: Account Forecasting and Advanced Account Forecasting. Don't enable both features in the same org.
If you're starting a new implementation...
Salesforce recommends Advanced Account Forecasting.
If you already use Account Forecasting...
Plan a migration to Advanced Account Forecasting.