Set up forecast schedule

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Forecast schedule automatically fetches all the opportunities in the system and generates forecast data.

    Before you begin

    Create a scheduled job to update or create the forecast data at a specific time or recurring schedule. A default sales forecast scheduler is available with the Sales Forecasting application. You can edit that scheduler according to your requirements.

    Role required: admin

    Procedure

    1. Navigate to All > System Definition > Scheduled Job.
    2. Enter Sales forecast schedule in the Search field.
    3. Select Sales forecast schedule from the schedule list.
    4. From the Run list, select the option to customize the timing of the scheduler according to your requirements.
      Forecast scheduler
    5. Select Update to save the settings of your scheduler.
    6. Select Execute Now to run the scheduler.
      Note:

      You can copy the script provided in the Run this script field to create your own scheduler.