0
4.3.0
Australia, Zurich, Yokohama
Standalone Application
Sales Forecasting uses the current opportunities in the system to predict future opportunity amounts and estimate future sales volumes and revenue for a business over a specified period of time.
Key features include:
- Enable sales representatives to submit their forecasts.
- Enable sales managers to make adjustments to their forecasts.
- Enable sales leaders to view and make their adjustments to the hierarchy forecasts across their sales team hierarchy.
New
- Reopen & Resubmit Forecast Submissions — reopen a completed submission within the same forecast window, edit values, resubmit; configurable per forecast model with a full audit trail.
- Configurable Columns on Forecast Dashboards — show/hide columns and sub-columns, with preferences saved per forecast model.
Changed
- Forecast submissions can be completed independently of the manager's submission state.
- Draft submissions automatically include newly added forecast items.
- Forecast item reference is now retained on submitted items after a submission is completed.
Fixed
- Users can enter forecast numbers for periods that have no underlying opportunity.
- Resolved a forecast calculation crash on cumulative rollup when the source record has an empty owner.
- Submitted items appear in the list view immediately after a new submission (no manual refresh).
- Quota now populates on Sales Team rollup headers when the batch threshold is reduced.
Removed
- None
Requiresd plugins and products
- com.sn_tmt_core
Dependencies
- Properties that need to be created or set to activate the content pack
- Affected business rules
- Affected script includes