Forecast Autopilot

Use the Forecast Autopilot scheduled process to automatically manage all background forecasting processes. Forecast Autopilot will automatically determine when all other forecasting jobs need to be scheduled.

As an administrator, I want to be able to schedule the required processes for forecasting and record when each process is run, along with the status. Forecast Autopilot generates these processes and scheduled times:

• Check Due Date: This short process archives forecasts that are now past their due dates and activates the next scheduled forecast. It runs once a day.

• Refresh Forecast: This process updates current and future forecasts using the latest opportunity data. It also updates the forecast territory hierarchy from the latest active territories. Between the territory freeze date and the forecast due date, the forecast territory hierarchy remains frozen. This process runs one day before the territory freeze date for each forecast period.

• Refresh Revenue Metrics: This process calculates the pipeline metric and closed revenue metric. It refreshes the pipeline metrics visible to the manager and runs every hour.

• Compress Forecast Metrics: This process reduces space usage and improves performance by compressing calculated metrics. It runs every hour.

When to Use

When you enable forecasting, the Forecast Autopilot process is scheduled to run every hour. If you change the schedules for the processes, then the Forecast Autopilot runs as frequently as the process with the most frequent schedule.

Privileges Required

Verify that you have the following privilege or role:

• Role

  • Sales Administrator

• Privilege

  • ZSF_DEFINE_SALES_FORECAST_PRIV

  • ZSF_MANAGE_SALES_FORECAST_PARTICIPANT_PRIV

Before You Start

Review the following before scheduling this scheduled process:

• Recommended Frequency:

  • When you enable forecasting, the Forecast Autopilot process is scheduled to run every hour.

• Execution Time:

  • Time varies based on the process being run.

• Compatibility:

  • Only one instance of the job must run at a time and there is no current functional need to be able to run multiple instances of this process at the same time.

Parameters

Parameter	Optional or Mandatory	Description	Parameter Values	Special Combinations Required	Notes
Diagnostic Parameters	Optional	To enable autopilot on an environment where it's disabled or never enabled, one needs to submit autopilot with the following diagnostic parameter: setup_auto_pilot=ON If you want to disable the Forecast Autopilot process, then enter setup_auto_pilot=OFF. With Forecast Autopilot disabled, you must schedule each process.	setup_auto_pilot=ON setup_auto_pilot=OFF	None	N/A

Troubleshooting Information

• You can view the status of the refresh forecast operation on the scheduled processes UI.

• The validation errors and warning messages that prevented the refresh forecast are displayed in the error log.

• Any interactive warning validations are NOT performed.

• When the program is submitted, you can Resubmit, Put on Hold, Cancel Process, Release Process as provided by the scheduled processes UI.