Revenue Forecasting enables you to run forecasts on demand or schedule them to run at set intervals, such as daily. These forecasts use the constantly changing "live" data in your org.
Prerequisites
You can only schedule Revenue Forecasting on the following projects and opportunities:
- Active projects that have a start date and an end date and the Include In Forecasting checkbox set to true.
- Opportunities that do not have an active project associated with them, do not have a type of Closed/Lost in the Stage field, and have the Is Services Opportunity checkbox set to true.
Setup
To exclude opportunities from revenue forecast scheduled jobs, select Exclude Opportunities under Forecast Batch Settings on the active revenue forecast setup record.
To exclude opportunity probability from revenue forecast scheduled jobs, select Exclude Probability on Opportunities under Opportunity Settings on the active revenue forecast setup record.
For more information on the settings available for running and scheduling revenue forecasts, see Revenue Forecast Setup Fields.
Permissions
To set or change the settings on the revenue forecast setup record, you must have been granted permission to configure the setup for a revenue forecast.
To schedule a revenue forecast, you must have been granted the following:
- Salesforce permission to schedule an Apex job
- Permission to run a revenue forecast
For more information, see Revenue Forecasting Permissions.
Scheduling a Revenue Forecast
To schedule a revenue forecast:
- From Setup, enter Apex in the Quick Find box, then select Apex Classes.
- Click Schedule Apex.
- Enter a job name, such as "Revenue Forecast".
- Use the lookup to search for and select the RevenueForecastScheduler Apex class.
- Choose the frequency at which you want to schedule the revenue forecast. The options are:
- Weekly: Pick the day (or days) of the week.
- Monthly: Specify the day of the month you want the job to run, either as a fixed date such as day 17 of every month, or as a relative date such as the third Tuesday of every month.
If you specify a fixed date, select Run on Nearest Weekday if you want calculations that fall on a Saturday or Sunday to be scheduled for the next working day (the following Monday).
If you specify a relative date of First, Second, Third or Fourth Weekday and the first, second, third or fourth day of the month falls on a Saturday or Sunday, the forecast calculation job will be automatically scheduled for the next working day (the following Monday). - Enter a start and end date for the scheduled job.
- Enter your preferred start time for the scheduled job.
- Click Save.
To view or delete the RevenueForecastScheduler job, from Setup, enter Jobs in the Quick Find box, then select Scheduled Jobs.
Troubleshooting
To find out whether any projects or opportunities in a scheduled job have failed:
- For projects, create a list view on the Project tab that includes the Revenue Forecast Processing Status field. For information on creating a list view, see the Salesforce Help.
- For opportunities, create a tab for the Revenue Forecast Batch Status object, then create a list view on the tab that includes the Revenue Forecast Processing Status field. For information on creating a custom object tab, see the Salesforce Help. For information on the Revenue Forecast Batch Status object, see Revenue Forecast Batch Status Fields.
You can then sort the entries in the Revenue Forecast Processing Status column on the list view to make it easy to identify projects or opportunities with Error in that field.
To view details of an error, navigate to the relevant project or opportunity and check the Revenue Forecast Batch Logs related list.