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.