Updating a Practice or Region Forecast with the Latest Data

Practice and region forecasts are periodically updated with the latest operational data using a scheduled background process. This only applies to opportunity values as the project values are automatically updated when the project forecast is updated.

The frequency of the process executions depends on how your org is configured. If you cannot wait until the next execution or if you want to amend the time periods included in the forecast, you can manually update the data in a single forecast.

To manually update the data in a forecast:

1. Open the forecast that you want to update with the latest data.
2. In the forecast toolbar, click .

3. If you want to amend the time periods, update the Value field for Time Period End Date (Year) and Time Period End Date (Month) or Time Period dimension filters.

   Note:

   Ensure that the values only contain the periods that you want to include in the forecast. Any periods that you remove from the filter are removed after updating the data.

4. Click Next.
5. Leave the default measure filter and click Next.

6. Leave the default dimension value mappings and click Update. The forecast is updated with the latest data.

   Note:

   This can result in some cells, rows, and columns being deleted.

7. In the forecast toolbar, click Save.