Generating Forecast Data for an Account's Services Credits

Typically, a scheduled process runs periodically to generate services forecast data for all eligible records, including account services credits. However, if you cannot wait until the next scheduled execution, you can run the process manually to generate data for a specific account's services credits.

To generate forecast data for an account's services credits:

1. From the Accounts tab, open the account that contains the services credits you want to generate forecast data for.

2. Click Actions | Services Forecasting | Run Services Forecast.

   Note:

   The Run Services Forecast action might be in a different location on the Account record page in your org. For more information, contact your administrator.

3. Click Close. The process to generate forecast data runs in the background. However, additional processes must run before the data is available in existing forecasts or new forecasts are created. For more information, see Services Forecasting Scheduled Processes.