Forms Used to Forecast Sales Revenue

Form Name

FormID

Navigation

Usage

Search for Forecasts

W90CB060A

Periodic Sales Force Automation Processing (G90CA02), Forecast

Review existing forecasts or access forms to add new forecasts.

Add Forecast

W90CB060C

Click Add on Search for Forecasts.

Create a new forecast.

Forecast - Manage {Forecast Name}

W90CB060B

Select a forecast from the Search for Forecasts form.

Review forecast information, including the sales pipeline, and assign opportunities to the forecast.

Search for Competitors

W90CA061A

Periodic Sales Force Automation Processing (G90CA02), Competitor

Select competitors.

Manage {Competitor Name}

W90CA060A

Select a competitor on the Search for Competitors form. Click the Pipeline link on the Sales tab.

Review the pipeline for a competitor.

Search for Employees

W90CA040F

Periodic Sales Force Automation Processing (G90CA02), Employee

Select an employee.

Employee - Manage {Employee Name}

W90CA040A

Select an employee on the Search for Employees form. Click the Pipeline link on the Sales tab.

Review the pipeline for an employee.

Search for Customers

W90CA080D

Daily Sales Force Automation Processing (G90CA01), Customer

Select a customer.

Customer - Manage {Customer Name}

W90CA08AA

Select the customer on the Search for Customers form. Click the Pipeline link on the Sales tab.

Review the pipeline for a customer.

Search for Contacts

W90CA070C

Daily Sales Force Automation Processing (G90CA01), Contact

Select a contact.

Contact - Manage {Contact Name}

W90CA07PA

Select the contact on the Search for Contacts form. Click the Pipeline link on the Sales tab.

Review the pipeline for a contact.

Search for Territories

W90CA140K

Sales Force Automation Setup (G90CA03), Territory

Select a territory.

Territory - Manage {Territory Name}

W90CA140A

Select a territory on the Search for Territories form. Click the Pipeline link on the Sales tab.

Review the pipeline for a territory.

Search for Industry Grouping

W90CA12AB

Sales Force Automation Setup (G90CA03), Industry Grouping

Select an industry grouping.

Industry Grouping - Manage {Industry Grouping Name}

W90CA12AA

Select an industry grouping on Search for Industry Grouping. Click the Pipeline link on the Sales tab.

Review the pipeline for an industry grouping.