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Running Forecast Calculations

Note:

You must have configured the forecast setup details before you can run forecast calculations. See Configuring Forecast Calculations for more information.

To run a forecast calculation:

  1. Navigate to the region, practice, or group that you want to run the forecast calculation for.
  2. Click Calculate Forecast.
  3. Enter a name and specify the time period you want the forecast calculation to cover.
  4. Click Calculate.
Note:

To schedule the forecast calculation to run at a frequency you specify, see Scheduling Forecast Calculations.

You can view forecast calculations that have been generated from the Forecast Calculation list view. For more information, see Viewing Forecast Calculations.

For more information on the fields available on the Forecast Calculation object, see Forecast Calculation Fields.

Related Concepts

Enhanced Services Forecasting Overview

About Forecast Curves

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 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 Batch Settings

Forecast Calculation Fields

Forecast Calculation Log Fields

Forecast Curve Detail Fields

Forecast Curve Fields

Forecast Detail Category Fields

Forecast Detail Fields

Forecast Override Fields

Forecast Run Info Fields

Forecast Setup Category Fields

Forecast Setup Fields

Forecast Summary Category Fields

Forecast Summary Fields

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