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Rolling Up a Forecast

When users click Rollup in the Forecasts screen, the forecast detail item records in the Details view (that match the Rollup search spec) are summed up in the Summary view. As the summary records are updated by the forecast details, the total forecasted revenue is also updated. Changes made to the detail records, such as revenue or quantity adjustments are then part of the summary record totals and the total forecasted revenue. Additionally, when Rollup is selected, any adjustments made earlier to summary records are lost when new values are brought in from the detail records. For information about setting the Rollup search spec, see Creating a Forecast Series.