Plan Account Forecasts Better with Forecasting for Key Accounts and Products
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.