Here is a description of the fields available on the Forecast Summary object.
| Field | Description | ||
|---|---|---|---|
| Forecast Calculation | The forecast calculation associated with the record. | ||
| Group Plan | The group plan for the forecast. | ||
| Practice Plan | The practice plan for the forecast. | ||
| Region | The region, practice, or group for the forecast summary. | ||
| Practice | |||
| Group | |||
| Region Plan | The region plan for the forecast. | ||
| Parent Forecast Summary | A lookup to the forecast summary for the parent region, practice, or group in the hierarchy for this forecast summary. |
Related Concepts
Enhanced Services Forecasting Overview
About Services Revenue Forecast Overrides
How Forecast Calculations Work
Related Tasks
Managing Curves for Forecast Calculations
Configuring Forecast Calculations
Overriding Services Revenue Forecast Values
Scheduling Forecast Calculations
Viewing a Services Revenue Forecast
Committing a Services Revenue Forecast
Performing Enhanced Services Forecasting Upgrade Tasks Summer 2018
Updating Enhanced Services Forecasting Data Spring 2019
Reference
Forecast Calculation Log Fields
Forecast Detail Category Fields