Forecast Settings

Use the Forecast custom settings to customize Enhanced Services Forecasting calculations.

Note: Note Notepad

This topic covers the Forecast custom setting. For information on the Forecasts configuration group used classic, manual-entry Forecasting calculations, see Forecasts Settings.

Key:
* – Mandatory field.

Field	Description	Default Value
Actuals Cutoff Date	Indicates the number of days prior to the current date to use as the cutoff date for actual vs scheduled items. Set to 0 for "today".	Null, which defaults to "the end of last week".
Category 1 Label	The label assigned to the weighted forecast amount category.	For each field in order: "Worst Case" "Downside" "Commit" "Forecast" "Most Likely" "Upside" "Best Case"
Category 2 Label
Category 3 Label
Category 4 Label
Category 5 Label
Category 6 Label
Category 7 Label
Default Opportunity Curve	The default curve record used for Opportunity forecasting.
Default Project Curve	The default curve record used for Project forecasting.
Opportunity Category 1 Calculation	The multipliers used to calculate the indicated default Category for Opportunity Forecasts. For best practice, each multiplier should be higher than the previous value.	For each field in order: "0" "0.25" "0.5" "0.6" "0.75" "0.85" "1.0".
Opportunity Category 2 Calculation
Opportunity Category 3 Calculation
Opportunity Category 4 Calculation
Opportunity Category 5 Calculation
Opportunity Category 6 Calculation
Opportunity Category 7 Calculation
Project Category 1 Calculation	The multipliers used to calculate the indicated default Category for Project Forecasts. This multiplies, in order, the metrics for: Billings, Pass Through Billings, Scheduled Time, Held Resource Requests, Unheld Resource Requests, Scheduled Milestones, and Unscheduled Backlog.	For each field in order: 1,1,0,0,0,0,0 1,1,1,1,0,0,0 1,1,1,1,1,1,0 1,1,1,1,1,1,0 1,1,1,1,1,0,1.1 1,1,1,1,1,0,1.1 1,1,1,1,1,1,1.1
Project Category 2 Calculation
Project Category 3 Calculation
Project Category 4 Calculation
Project Category 5 Calculation
Project Category 6 Calculation
Project Category 7 Calculation
Use Category1	Select to determine the Category to use.	Null
Use Category2
Use Category3
Use Category4
Use Category5
Use Category6
Use Category7
Use Is Services Product On Opp Product	If selected, you can use the IsServicesProductLine field on the Product related list on an Opportunity to control if a product is included in Enhanced Services Forecasting. If this setting is deselected, Enhanced Services Forecasting uses the IsServicesProduct field on the Product object to determine if a product is included in a forecast calculation.	false

Field

Description

Default Value

Actuals Cutoff Date

Indicates the number of days prior to the current date to use as the cutoff date for actual vs scheduled items. Set to 0 for "today".

Null, which defaults to "the end of last week".

Category 1 Label

The label assigned to the weighted forecast amount category.

For each field in order:

"Worst Case"

"Downside"

"Commit"

"Forecast"

"Most Likely"

"Upside"

"Best Case"

Category 2 Label

Category 3 Label

Category 4 Label

Category 5 Label

Category 6 Label

Category 7 Label

Default Opportunity Curve

The default curve record used for Opportunity forecasting.

Default Project Curve

The default curve record used for Project forecasting.

Opportunity Category 1 Calculation

The multipliers used to calculate the indicated default Category for Opportunity Forecasts. For best practice, each multiplier should be higher than the previous value.

For each field in order:

"0"

"0.25"

"0.5"

"0.6"

"0.75"

"0.85"

"1.0".

Opportunity Category 2 Calculation

Opportunity Category 3 Calculation

Opportunity Category 4 Calculation

Opportunity Category 5 Calculation

Opportunity Category 6 Calculation

Opportunity Category 7 Calculation

Project Category 1 Calculation

The multipliers used to calculate the indicated default Category for Project Forecasts. This multiplies, in order, the metrics for: Billings, Pass Through Billings, Scheduled Time, Held Resource Requests, Unheld Resource Requests, Scheduled Milestones, and Unscheduled Backlog.

For each field in order:

1,1,0,0,0,0,0

1,1,1,1,0,0,0

1,1,1,1,1,1,0

1,1,1,1,1,0,1.1

1,1,1,1,1,1,1.1

Project Category 2 Calculation

Project Category 3 Calculation

Project Category 4 Calculation

Project Category 5 Calculation

Project Category 6 Calculation

Project Category 7 Calculation

Use Category1

Select to determine the Category to use.

Null

Use Category2

Use Category3

Use Category4

Use Category5

Use Category6

Use Category7

Use Is Services Product On Opp Product

If selected, you can use the IsServicesProductLine field on the Product related list on an Opportunity to control if a product is included in Enhanced Services Forecasting. If this setting is deselected, Enhanced Services Forecasting uses the IsServicesProduct field on the Product object to determine if a product is included in a forecast calculation.

false

Related Concepts

Configuration Settings

Managing Configuration

Services Forecasts

Services Forecasting Permissions Overview

Inclusion in Services Forecasting Overview

Services Forecasting Overview

Services Forecasts Overrides Overview

Enhanced Services Forecasting Overview

Related Tasks

Setting up Services Forecasting