Services Forecasting Calculations

When the run services forecast process executes, it generates the raw forecast data to be used by the Services Forecast Live dataset.

The process generates forecast data for the following records:

  • Projects with:

    • A start date and an end date specified
    • The Active checkbox selected
    • The Include In Forecasting checkbox selected

  • Opportunities with:

    • No link to an active project
    • A value in the Stage field that is not "Closed Lost"
    • The Is Services Opportunity checkbox selected
  • Accounts linked to a services credits customer purchase with a value of more than 0 in the Services Credits Available field
  • Accounts linked to a services credits allocation of type "Expiry"

In addition, the relevant records must have a recognition method specified. This recognition method drives how the values are calculated. For more information about each recognition method, see: