Adjusting Your Revenue Forecast and Quota Credits
The Adjustments button is only available when the user is recognized in the database as a reporting manager. A manager who has permission to view and adjust forecast information can select either forecast amount information or sales quota information to display within the Forecasting Adjustment window.
Forecast amounts are presented by product type, primary and secondary codes, and item type, depending on what level you set your sales quotas.
Each sales group and employee involved in the forecast for this designated period is shown. The manager can adjust the amounts in the forecasted and upside columns. Should you make changes to the information, your name, the date, the time, and the previous value, are recorded in the History window.
You can view other forecast revenue and quote credit information as follows:
- If you wish to see a list of opportunities this employee is working on, choose the Opportunity button.
- If a particular sales group has sub-organizations working with it, for example, a Western Sales group is comprised of California, Oregon, and Washington subgroups, the Sub Sales Groups button is activated. Choose this button to see detailed information.
- If the employee has opportunities that were expected to close during an earlier period but didn't, OSM highlights the Backlog check box and enables the Backlog button. Choose Backlog to display the Opportunity window showing the backlogged opportunities.
To adjust a sales forecast record:
1. Make your adjustments to individual employee records. When you are satisfied with the adjusted figure, check the Commit check box.
2. Check the Reviewed check box to indicate that you have reviewed the record for that period.
3. Choose Save on the toolbar to add the record to the database.
