Feature Details

• Forecast Summary Reporting for Teams and Inactive Users: Winter ’07 allows you to report on forecast summary information for your entire team across any level of the sales hierarchy. You can also retain an accurate view of forecasts and closed deals even for those sales reps who are no longer employed at your company by keeping inactive users enabled as forecast users. (Professional, Enterprise, and Unlimited Editions Only)

• Forecast Category Details: Drill into the forecast summary amount to view the list of deals contributing to that amount and the forecast categories to which they belong. (Professional, Enterprise, and Unlimited Editions Only)

• Quota Administration: The new quota API allows you to mass insert or update quotas for your sales reps programmatically. (Enterprise and Unlimited Editions Only)

• Reports and Dashboards: Winter ’07 features several enhancements to reports and dashboards:

• You can save the hierarchy level when creating reports.
• New fields available in this release include the owner field in the account owner report look-up and all user fields in the user report.
• You can create custom summary formulas of up to 400 characters in length.
• For easier navigation, users are redirected back to a report after saving it.
• The calculation row limit for dashboards is increased to 5,000.

• Reference List Price in Formulas: Want to keep track of discounts at the product line item level? Now you can reference the list price field on opportunity products in formulas. To calculate a discount amount, simply create a formula: Discount = ListPrice – UnitPrice.

• Workflow on Opportunity Products: Using opportunity products, you can create a workflow rule to send a notification whenever a product is added to an opportunity or whenever the discount threshold is violated by a sales user. (Enterprise and Unlimited Editions Only)

• Contact Roles on Cases: Now you can add multiple contacts on a case to ensure your important relationships are properly identified. Each contact has a role on the case and can include individuals from the case’s account or other accounts including partners, vendors, and system integrators.

• Account and Contact Relationship on Cases: With the Winter ’07 release, a case’s account and contact no longer have to be related to each other. This allows you to create cases on behalf of someone else and ensures the account is maintained on the case when the contact moves to a different account.