Running Billing Forecast Calculations

Note:

You must have configured the billing forecast setup details before you can run billing forecast calculations. See Configuring Billing Forecasts for more information.

To run a billing forecast calculation:

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

Note:

To schedule the billing forecast calculation to run at a frequency you specify, see Scheduling Billing Forecasts.

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

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