The general feature is called Forecasts and it has two record types assigned to it: Site and Sales Goals. |
Navigate to the app launcher and search for Forecasts. (Make sure to open the ADvendio forecasts. If you happen to have a full Salesforce licence you might find a second object called "forecasts" which is a standard Salesforce feature). Create a new record by clicking on the New button:
If both types are set up by your administrator please choose the correct record type and proceed:
A new forecast or editing an existing forecast for each sales representative can be done by using the visual force page or the object Forecast itself. Advertiser, Agency, Site, Media and Publication Dates can be used. However, not all fields are required (like Advertiser or Agency), so that a more coarse planning is also possible.
Remember, that on this page you can only see and edit your OWN forecast data. Talk to your administrator if you need to update data for other people. |
If no record is there click on the little green PLUS icon to add a new record:
Enter all relevant information to define the sales goals for each sales rep by the appropriate period:
Click the button Save to store all new and changed records.
Note: The split ratio for shared media campaigns is entered at the Media Campaign level. It is not possible to define overlapping Forecasts (Period or Advertiser, Agency, Site). You are only able to edit your own Forecasts. |
e.g.
Sales Rep A - Annual delivery revenue goal $1,000,000
Sales Rep B - Annual delivery revenue goal $2,000,000
Sales Rep C - Annual delivery revenue goal $1,500,000
Alternatively, you can enter data using the standard Salesforce site layout. Here you can also enter the same data at the object Forecasts, which makes it possible to enter data for other users than yourself. Your administrator has to enable this: 7.2.5 Setup Forecasts (Sales/Site Goals).
Enter all relevant information at the object Forecast:
Note: Advertiser or Agency can be left blank using the object Forecasts and are automatically populated using the object Advertiser-Agency-Relations. |
Enter all relevant information to define the site goals for each sales rep by the appropriate period:
Click the button Save to store all new and changed records.
Alternatively, you can enter data using the standard Salesforce site layout. Here you can also enter the same data at the object Forecast. Your administrator has to enable this. 7.2.5 Setup Forecasts (Sales/Site Goals).
Each sales representative or her manager has the possibility to enter their sales goal for a certain period. This may be based on advertiser and agency, or by site and media, and should be valid for a certain time period. The following data can be entered but not all fields are required (like Advertiser or Agency), so that a more coarse planning is also possible. Also, a standard Salesforce approval process can be used to approve sales goals by a manager.
Enter the sales goals for each sales rep by the appropriate period:
You can also enter the sales goals for each sales representative in the Object Forecasts. Navigate to App Launcher > Forecasts and click on the button New Forecast. If needed, an approval process can be set up to approve sales goals by a delegated manager.