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 and then click Generic
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Table 4-2 Generic Sales Forecasting Tasks
Task | Description | More Information |
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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:
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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 |
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Learn more about how to make forecast predictions, analyze forecast data, and adjust forecast commitments using Advanced Sales Forecasting. |
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