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"

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

For projects with revenue and cost targets, the process can also calculate the remaining targeted revenue and remaining budgeted cost. These values represent the project's unscheduled backlog. For more information, see Calculating Remaining Targeted Revenue and Remaining Budgeted Cost.

Note:

In addition to generating forecast data, the job automatically performs cleanup steps to delete stale forecast data. For more information, see Built-in Automated Cleanup in Services Forecasting Processes.