Custom Data Manager

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The Custom Data Manager provides a full interface for managing Salesforce Forecasting Custom Data. Without it, the only way to update this data is through the Data Loader or a custom-built tool — there is no native UI in Salesforce for editing these values.

Required permissions

To access the Custom Data Manager, a user needs two permissions:

• Manage Custom Forecast Data — a standard Salesforce permission.
• Akoonu Sales Admin — the Akoonu permission set that grants access to the tab and app.

Navigating the interface

The Custom Data Manager works the same way as the Quota Manager. If you’re already familiar with Quota Manager, you’ll feel at home here — the interface, controls, and workflows are nearly identical.

The top of the page shows tabs for each forecast type that has custom data fields configured. Only forecast types with custom data columns appear here, so you may see fewer tabs than in Quota Manager.

Use the dropdown at the top to switch between custom data fields. For example, if you’ve added Target New Logos, Owner Quota, and Stretch Goal to a forecast type, the dropdown lets you select which field to view and edit.

The data displays in a table showing the full forecasting hierarchy — organized by user roles or territories, depending on your Salesforce configuration.

Display options

The table respects the field type:

• Currency fields display with currency formatting.
• Number fields display as plain numbers.

Switch to short numbers for a more compact view that avoids truncation in narrower columns.

Editing data

Click any cell to edit it inline. Make your changes and save — the value writes directly to Salesforce.

For more editing options — multi-select, row selection, bulk updates, and search — see the Quota Manager editing guide. The same techniques apply here.

Importing data

Click the Upload button to launch the guided import wizard. The wizard walks you through:

1. Fiscal year — confirm or change the target year.
2. Forecasting type — select which forecast type to import into.
3. Custom data column — choose which custom data field to populate.

From there, follow the same import process as Quota Manager. For step-by-step instructions, see the Quota Import Wizard.

What’s next

Once your custom data is loaded, you can use it in Workbench views and formulas. See Using Custom Data to learn how to incorporate these values into your forecasting views.