Universal Containers (UC) is looking to improve visibility into its long-term agreements and forecasts.

These requirements change how Advanced Account Forecasting must source, aggregate, calculate, and write forecast data, making the Data Processing Engine templates the central customization point.

Salesforce states that Advanced Account Forecasting uses DPE to filter and aggregate information from Orders, Opportunities, Sales Agreements, Product Categories, custom objects, and other sources. Administrators can clone the default DPE templates and customize them to incorporate additional dimensions, measures, and calculation logic.

Product-category forecasting itself requires extending the default DPE implementation so forecasts can be generated at the required level of the product hierarchy. UC also requires additional revenue and shipment measures, which means the processing logic must populate those metrics appropriately.

The custom fiscal-year and weekly-frequency requirement further supports Advanced Account Forecasting. Salesforce specifically states that a custom fiscal year must be defined when using weekly forecast frequency.

The Forecast Fact object may require supporting custom fields, but simply extending the object does not implement the aggregation and calculation behavior. Sales Agreement Metrics alone address only the agreement layer.

Study Guide references/topics: Configure and Build — DPE Templates; Product Category Forecasting; Custom Measures; Weekly Forecasts; Custom Fiscal Years.