Manufacturing
Generate Account Forecast Insights
Summarize forecast data to provide real-time insights, detect anomalies, and identify trends, enabling proactive performance management and improved forecast accuracy.
Forecast Summary
Sales executives need to analyze forecast data to address performance issues. This feature provides a summary of forecasted quantities and revenues, identifies low periods, and suggests upsell opportunities, enhancing decision-making and profitability.
Object Referenced
Product, Advanced Account Forecast Facts, Advanced Account Forecast Set Use
Data Sources
CRM, Advanced Account Forecasting (data)
Record Summary
1. Navigate to Forecast Summary in the Advanced Account Forecasting section
2. Click the Einstein window open
3. Select the prompt "Forecast Summary"
Availability
GA Oct. '24
Disclaimer: Salesforce pre-built Al solutions are constantly being enhanced based on customer feedback and may not reflect actual product details. Solutions may not be currently available, delivered on time or at all. Customers should make purchase decisions based upon solutions that are currently available.
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