Generate Snapshots of Sales Forecast Metrics and Adjustments

Snapshots allow sales managers to view sales forecast trends. Use snapshots to review and access weekly snapshots of key forecast metrics and adjustments to easily identify changes to your sales forecast commitments since the forecast was last reviewed, or earlier in a period.

To enable the Generate Sales Forecast Snapshot feature, you must have Manage Sales Forecast from Digital Sales (ZSF_MANAGE_DIGITAL_SALES_FORECAST) privilege and the View Sales Forecast from Digital Sales (ZSF_VIEW_DIGITAL_SALES_FORECAST) privilege.

Follow these steps to select the generate snapshots checkbox from the Configure Sales Forecasting guided process:

1. Navigate to Redwood Sales > My Forecasts and from the Actions drop-down list, select Configure Forecasting.
2. From step 3 from the guided process, select the Generate snapshots checkbox as highlighted in this screenshot:

   

3. Click Continue until you reach the final Review and submit step.
4. Review and click Submit.

By default, the process runs automatically every week on Saturdays at 2.00 AM UTC. This process captures forecast metrics such as committed forecasts, best case forecast, best case, committed, unforecasted, and so on.

Also, sales managers can view and adjust their sales forecast using a best case forecast summarized metric. This represents the sum of opportunities or revenue lines for Best Case, Commit and Won forecast categories.

To see the trending information driven off snapshots click the Changes Since filter chip in the forecast pages. For example, here's an example of a screen where you can view increases or decreases in your key forecast metrics since last week’s snapshot.