Performing Generic Sales Forecasting

Use generic sales forecasting to review, adjust, predict, and analyze your sales forecasts.

From the Home page, click Advanced Sales Forecasting Advanced Sales Forecasting icon and then click Generic Generic icon for Advanced Sales Forecasting.

Table 4-2 Generic Sales Forecasting Tasks

Task Description More Information
Overview Get an overview of your sales performance.  
Forecast Summary Review and adjust forecast data at the territory or resource level.
Revenue Predictions If you have historical data, you can use Predictive Planning to predict revenue forecast accuracy at a high level. Improving Forecast Accuracy with Predictions
Pipeline and Coverage Analyze your pipeline and coverage.  
Forecast Detail If your administrator enabled Account and Product dimensions and loaded forecast data at a detailed level, you can review and adjust at a more detailed level:
  • Review forecast data at the detailed level.
  • Make adjustments to your team's forecast at a more detailed level.
Forecast Analysis

Analyze your forecast as it relates to the forecast drivers, such as sales units or average price.

Reviewing Forecast Data
Predictions by Customer Product If you have historical data, you can use Predictive Planning to predict revenue forecast accuracy at a more granular level. Improving Forecast Accuracy with Predictions

Tutorials

Tutorials provide instructions with sequenced videos and documentation to help you learn a topic.

Your Goal Learn How

Learn more about how to make forecast predictions, analyze forecast data, and adjust forecast commitments using Advanced Sales Forecasting.

video png Predicting, Forecasting, and Analyzing with Oracle Sales Planning Cloud