1. How do I get started with Sales Forecasting?
  2. Refresh Sales Forecast Dimensions

Refresh Sales Forecast Dimensions

To reflect the latest information in near real-time for Forecasting for Redwood UX users, you must run the Refresh Sales Forecast Dimensions process. This process refreshes the sales forecast dimensions and related metrics based on the changes to the corresponding source records.

Run the process from Navigator > Tools > Scheduled Processes.
Note: If more than 10% of resources or territories have changed or have been moved following a major resource or territory alignment, then running the Refresh Sales Forecast Dimensions process will display an error. It's recommended to first run the Generate Sales Forecast Metrics process directly after any major realignments.

By default, the process runs automatically every week on Saturdays at 2.00 AM UTC. This process captures forecast metrics such as committed forecasts, best case forecast, best case, committed, unforecasted, and so on. Typically, it's recommended to run this process once per day. If you're using Forecast by Opportunity Revenue type, then run the process directly after a full run of an opportunity territory assignment process.

You can also use snapshots, if enabled, to review and access weekly snapshots of key forecast metrics and adjustments to easily identify changes to your sales forecast commitments since the forecast was last reviewed, or earlier in a period. See the Select Filter and Display Options for Sales Forecasts section in Configure Sales Forecasting Using Guided Process for more information.

See these related topics to change the Sales Forecasting for Redwood UX setup parameters, dimensions and quota details using REST Services.