Post Configuration Tasks

After configuring Advanced Sales Forecasting, perform these tasks.

1. Import metadata. See Importing Advanced Sales Forecasting Metadata and Data.

2. Refresh the cube after configuring and any time you import metadata.

3. Import data, including historical revenue data, and then run the Prepare Actual rule for Advanced Sales Forecasting. See Importing Advanced Sales Forecasting Metadata and Data.
4. Set user variables. See Setting User Variables.
5. Set application settings for predictions to indicate where to find actual values. See What Application and System Settings Can I Specify?.
6. Enter compensation assumptions. See Preparing Compensation Assumptions.
7. Run Advanced Sales Forecasting rules. See Advanced Sales Forecasting Rules.

   In preparation for planning, make sure to run these rules:

   • Prepare Actual

   • Forecast Prep

   • RptTotals to GSP, if you enabled if Predictive Planning