Analyze Granular Account Forecasts Data with Reports

Create custom reports that show information by account, product, period, and metric. In addition, account managers can create dashboards using these reports.

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 Reports & Dashboards. Select Report Types. On the Report Types page, click Continue. Create a custom report type using the Account Forecast primary object. Add Account Product Forecast and Account Product Period Forecast as related objects. You can create dashboards using the generated report.