Forecast and Cell History

You can view the changes made over time to a forecast and a specific cell within a forecast. This provides traceability and enables you to understand how a forecast and its cells have changed.

Forecast History

When viewing a forecast's history, you can see who made changes to it and when. The description of a change provides you with information about what was changed.

Recalculations

The subtotal values are recalculated as needed. For example, when you make an adjustment to a value included in the subtotal. The recalculations are performed by the Automated Process user. This is a Salesforce system user used to run background processes. For more information about the Automated Process user, see the Salesforce Help.

Unlike making adjustments to cells, recalculation changes display the number of values that were recalculated since the last manual change to the forecast. This number can include multiple changes to the same cell. If recalculations span multiple days, they are grouped together by day. Note that the time displayed belongs to the latest recalculation.

Cell History

When viewing a cell's history, you can see who made an adjustment to the cell value, the reason they made the adjustment, the expiration date of the adjustment, and the variance from the previous value. The variance is calculated as follows:

New Value - Previous Value

If a unit is applied to the cell, this is also reflected in the history. In this case, however, the variance is not calculated. Note that units are always displayed using their code in the cell history, regardless of the forecast's display settings.

Calculations

If the cell uses a formula to calculate the value, the definition of the formula is displayed.

In some cases, the cell history displays changes made by the Automated Process user. The cell history displays changes made by the Automated Process user for cells that contain subtotal values when you make an adjustment to a referenced cell's value.

Cell Comments

If the cell contains comments, you can view them at the same time as viewing the cell history. This can provide you with additional context about why a specific adjustment was made. Note that comments relate to the entire cell, not a single adjustment.