Plan Account Forecasts Better with Forecasting for Key Accounts and Products

Identify key accounts and products in your organization based on business priorities. Only the identified accounts and products are eligible for account forecasting, thus helping account managers focus and manage growth for these key areas.

Where: This change applies to Lightning Experience in Developer, Enterprise, and Unlimited editions that have the Manufacturing Cloud license.

Who: This change is available to users with the Manufacturing Account Forecast permission set.

How: From Setup, in the Quick Find box, enter Manufacturing. Select Account Forecasting. In the Account Forecast Generation Filter section of the Account Forecasting Setup page, select the two list views that have key accounts (1) and key products (2). Save your changes and click Recalculate All Forecasts (3) to help account managers view the latest forecast values.

Account forecasts for key accounts and products