Compress Sales Forecast Metrics

Use the Compress Sales Forecast Metrics scheduled process to compress the summary metrics with the transactional metric records from the underlying forecast data.

When to Use

  • This process reduces space usage and improves performance for calculated metrics.
  • Run it regularly to ensure the most recent forecast information is available in Sales Forecast OTBI reporting.

Privileges Required

Verify that you've the following role or privilege:

Role

  • Sales Administrator and Application Implementation Consultant

Privilege

  • ZSF_SETUP_DIGITAL_SALES_FORECAST_PRIV

Before You Start

Review the following before scheduling this scheduled process:

  • Recommended Frequency:

    • Every hour for near-current OTBI reporting.

  • Execution Time:

    • Processing time varies based on the number of opportunities and territories or resources.
  • Compatibility:
    • Compress Sales Forecast normal and Compress Sales Forecast incremental can be run in parallel with each other but not with any other sales forecast processes.”
    • The Generate Sales Forecast Metrics, Generate Sales Forecast Metric Snapshots and Refresh Sales Forecast Dimensions processes can run in parallel with this process. The application will prevent this.

Parameters

Parameter Optional or Mandatory Description Parameter Values Special Combinations Required Notes
Diagnostic Parameters Optional Parameters to control the behavior of the process. INCREMENTAL_SYNC=Y None. Compress Sales Forecast normal and Compress Sales Forecast incremental can be run in parallel with each other but not with any other sales forecast processes.”

Troubleshooting Information

  • Verification:
    • Confirm completion using the Scheduled Processes page in the application.
    • Monitor run status and set success/error/warning notifications using the Notifications tab when scheduling in Scheduled Processes.