Scheduling Revenue Forecasts

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 value of "Closed Lost" in the Stage field, and have the Is Services Opportunity checkbox set to true.

For information on the settings available for running and scheduling revenue forecasts, see Revenue Forecast Setup Fields.

To schedule a revenue forecast, you must have been granted the Salesforce permission to schedule an Apex job and permission to run a revenue forecast. For more information, see Revenue Forecasting Permission Sets.

Scheduling a Revenue Forecast

To schedule a revenue forecast:

1. Click Setup | Custom Code | Apex Classes.
2. Click Schedule Apex.
3. Enter a job name, such as "Revenue Forecast".
4. Use the lookup to search for and select the RevenueForecastScheduler Apex Class.
5. Choose the frequency at which you want to schedule the revenue forecast. The options are:
• Weekly: Pick the day (or days) of the week when you want the job to run.
• Monthly: Specify the day of the month, 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).
  
6. Enter a start and end date for the scheduled job.
7. Enter your preferred start time for the scheduled job.
8. Click Save.

To view or delete the RevenueForecastScheduler job, click Setup | Environments | Jobs | 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.