Set up Campaign Item Revenue Splits (Forecasts)

Sales Goals & Revenue Splits allow you to plan and track sales goals (forecasted revenue) per sales representative and compare to real revenue as well as split this attained revenue (to calculate commissions) on media campaign level between the involved sales team members. You can match the revenue against your sales goals per sales rep 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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Overview

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. 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 2.)

Alternatively to entering the data on the VFP you can use the standard Salesforce layout. You also have the option to upload the data via 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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In addition to changing the visual force visualforce page for the forecast wizard, you can edit the follow settings:

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4.2 Split campaign items by revenue schedule

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fields

To change from splitting each line campaign item (default) to splitting the total amount of all revenue schedule records add a feature setting with the following values : below.

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