1. Understanding Scheduled Processes
  2. Generate Sales Forecast Metrics

Generate Sales Forecast Metrics

Use the Generate Sales Forecast Metrics scheduled process to perform the initial calculation of all sales forecasting metrics used throughout the application. Also, can be used to recalculate metrics in case of data corruption.

When to Use

  • After enabling Sales Forecasting for Redwood UX, the process runs automatically without parameters to perform the initial calculation of all sales forecasting metrics.
  • Run it to recalculate metrics in case of data corruption or when there are many changes to resources, resource hierarchy, territories, territory hierarchy, or products.
  • This scheduled process generates the forecast metrics based on the following:
    • Best Case (BESTCASE)
    • Committed (COMMIT)
    • Pipeline (PIPELINE)
    • Won (WON)
    • Omitted (OMIT)
  • If you're using the default Forecast by Opportunity Owner method, then the Generate Sales Forecast Metrics process is used to reflect the latest resources and resource hierarchy. If using the Forecast by Opportunity Revenue forecast type, then the process is used to reflect the latest territories and the territory hierarchy, products and the product hierarchy.

  • The process creates forecast periods based on the default calendar defined by the ZCA_COMMON_CALENDAR profile option and the GL_PERIODS table.

  • If the ZCA_COMMON_CALENDAR value is changed, forecast periods and metrics must be recreated. This is a read only parameter and might not be set in the setup REST or UI.

  • Sales Forecasting for Redwood UX uses the corporate currency defined by the ZCA_COMMON_CORPORATE_CURRENCY profile option.

Privileges Required

Verify that you've the following privilege or role:

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:

    • Once per forecasting period; can be run more than once.

    • Run at least 2 weeks before the next active period + 1 start date.
    • Run regularly (for example, daily) if there are many changes to resources, and territories and their hierarchies, or products and their hierarchy.

  • Execution Time:

    • Processing time varies based on the number of opportunities and territories or resources.
  • Compatibility
    • You can't run multiple instances of this scheduled process at the same time.
    • You can't run any of the sales forecast scheduled processes in parallel.

Parameters

Parameter Optional or Mandatory Description Parameter Values Special Combinations Required Notes
Period name Optional The name of the period. Specify the period. For example, Q2-2023. None.

If no period is specified, then this process runs for the active period (for example, current active period and next period assuming the active period parameter is set to 2)

Typically, this process is run once for each period. When a period is specified, it runs only for that period.
Diagnostic Parameters Optional Parameters to control the behavior of the process. FORCE_REGENERATE_METRICS=Y Period Name is required. For example, Q1 - 2025 regenerates metrics for a given period (using the Period Parameter). Adjustments are not removed.
FORCE_REGENERATE_METRICS=FULL regenerates metrics for the active periods or a given period (using the Period Parameter). All adjustments are removed for the active periods.
FORCE_REGENERATE_DIMENSIONS=Y regenerates dimensions. On completion submit Perform Object Share Assignment Rule Processing (All records) to give access to the sales forecast. Adjustments aren't allowed.

Troubleshooting Information

  • Warning or errors are displayed and details are captured in the scheduled process.

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