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Feature Summary:

Info

The general feature is called Forecasts and it has two record types assigned to it: Site and Sales Goals.

Here's a summary of the feature:

  • Version 2.100

    (

    introduces Site Goals

    )

  • Version 2.105

    (

    comes with Full multi-currency support

    ,

    and new KPI values

    )

With the Forecasts (Sales/Site Goals allow ) you to can plan and track either sales goals  Sales goals per representative (for bonus calculation or forecast revenue) per sales representative or enter Site Goals to plan a budget per site irrespective of the sales reprepresentative.

This feature allows you to compare :

  1. Compare these planned values to the real accrued revenue.

...

  1. Split this attained revenue

...

  1. among media campaign team members for commission calculations.

...

  1. Filter by period, site, media, and

...

  1. publication date

...

  1. as needed to match the revenue against your forecasts(sales goals).

Tip

Please ensure your administrator has set up Forecasts (Sales/Site Goals) before using this feature.

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