(Beta) Services Forecast Reporting Intermediate Processing

You can access the Services Forecast Reporting recipe from the Data Manager Lightning app in your org. This enables you to view all the recipe nodes and see a preview of the data at each stage of the recipe using Salesforce's Data Prep feature. For more information about the Data Prep feature, see the Salesforce Help.

Warnings:
  • We recommend that you never modify the Services Forecast Reporting recipe. This might cause dashboards, lenses, and other recipes to stop working. In addition, any changes that you make to a recipe are lost when you upgrade or reconfigure the app.
  • Services Forecasting is Beta functionality in this release. Further development is required to deliver a fully functional solution. Contact Certinia Support.Revenue Forecasting is unaffected and continues to work in the same way as before.

Calculated Fields

The following fields are calculated by the Services Forecast Reporting recipe.

Calculated Fields Created for the Services Forecast Reporting Dataset
Field Label Field API Name Description
Plan Name PlanName

The value in the field is dependent on the dataset the data is retrieved from, as follows:

  • For data from the Services Forecast Live dataset, the field is populated with the value Live.
  • For data from the Services Forecast Plans dataset, the field is populated with the name of the plan in WorkGrid.
Plan Scenario Name PlanScenarioName

The value in the field is dependent on the dataset the data is retrieved from, as follows:

  • For data from the Services Forecast Live dataset, the field is populated with the value Live.
  • For data from the Services Forecast Plans dataset, the field is populated with the name of the plan scenario in WorkGrid.