Advanced Account Forecasting forecast sets, measures and calculation logic
Key Takeaway
A forecast set decides what a forecast shows and how each measure gets its values. To compute a measure from other fact object fields, use the Forecast Formula calculation method. To apply a change to dimensions, frequencies, or period group settings right away, run Regenerate Account Forecast instead of waiting for Rollover Account Forecast.
Advanced Account Forecasting in Agentforce Manufacturing builds forecasts for a specific business goal, such as sales demand for a product line or production at a plant. A forecast set is a reusable bundle of forecast settings for one goal: dimensions, measures, measure groups, a period group, adjustment periods, and how each measure is calculated. You link a forecast set to a forecast context, such as an account or location. Each measure then gets its values from a Data Processing Engine batch process, from users, or from a forecast formula. These settings decide what the forecast table shows and how its numbers are built.
Forecast sets and forecast contexts
A forecast set is the group of configurations for one business goal. You link a forecast set to a forecast context with an Advanced Account Forecast Set Use record. The page of that record holds the forecast data for the context.
Forecast sets are modular, so the same business context can use different forecast sets to produce different forecasts. You can create forecast sets for each business unit, location, product line, or other factor.
A pump manufacturer links its Northwind Supply account to two forecast sets. One set forecasts sales demand for the valve product line. The other set forecasts revenue by business unit. Each link is its own Advanced Account Forecast Set Use record, so Northwind Supply has two record pages, each showing the forecast from one set.