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Set up Campaign Item Revenue Splits (Forecasts)

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Forecasts (Sales Goals) and Revenue Splits allow you to plan and track forecasted revenue (sales goals) per sales representative and compare them to real revenue as well as split this attained revenue (to calculate commissions) on the media campaign level between the involved sales team members. You can match the revenue against your forecasts (sales goals) per sales representative by Period, Site, Media and if applicable for each publication date depending on your needs. 4.10 Sales and Site Goals (Budgeting and Forecasting)

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Warning

Important:

Please make sure that you decide what you like to report on before setting up your goals and splits.

  • Set Forecasts 

    • with or without SITE

    • with or without Advertiser and Agency

  • Do not mix SITE and Advertiser in one record. Make sure you choose either or, otherwise your Visual Force Page might not display the data correctly.

  • Either split Campaign Items or Revenue Schedules (Version 2.81 and higher). The latter has the advantage to split revenue calculated by delivery data not "plan" data, important mostly for digital sales.

If you change this at a later phase you will receive conflicting and wrong data.

ℹ️ Recommendation: Test this in your Sandbox and/or ask your ADvendio Consultant beforehand.

Overview

Table of Contents

1 Manage Record Types 

ADvendio offers two record types which you need to enable for your user profiles on the forecast and Campaign Item Revenue Split objects if you like to use BOTH. 

  1. Forecasts (Sales Goals) (default)

  2. Site Goals (disabled in the ADvendio package)

  3. Publisher Goals (deprecated 2.101)

2 Configure the Visualforce Page

Set up the  7.2.5.2 Configure the Revenue Forecast VisualForce Page by modifying the correct feature settings.

3 Allow Manual Forecasts

Alternatively, to enter the data on the VFP, you can use the standard Salesforce layout. You also have the option to upload the data via a data loader or a similar import tool. To access the regular Salesforce page, please open the Setup and use the Object Manager to navigate to the Forecast object and change the New and Edit Button on the Forecast object:

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