Training, Documentation, & Best Practices

• Release Notes (PDF)

Feature Details

• Single-Click Forecast Override: A new, easy-to-interpret icon displayed next to a forecast number allows a user to quickly and easily override that number when necessary, for example, before committing to a forecast amount or quantity for a particular forecast period.

• Single-Click Opportunity List Views: With one click from the forecast tab, a user can see a list view of opportunities directly related to the forecast information he was viewing. The new opportunities sub-tab allows for efficient navigation between forecast information and related deal details.

• Hierarchy-Sensitive Opportunity List Views: Sales managers have easy access to a list of opportunities for their subordinates or for an individual salesperson. For example, looking at a list of opportunities for a specific forecast period on the new opportunities sub-tab, a manager can navigate between peer subordinates in the sales hierarchy and conveniently review each subordinate’s specific list of deals in the pipeline for the forecast period in question.

• Totals for Closed and Pipeline Columns: All columns in the related lists on a manager’s forecast view, including the closed and pipeline columns, are summed up to show totals so you can see at a glance your actual and pipeline numbers for a particular time period and subordinate.

• Details for Closed and Pipeline Deals: Drilling into the new totals for the closed and pipeline columns, sales managers can easily access a complete list of the forecast and opportunity detail information that makes up these numbers for a specific forecast period. This feature provides valuable at-a-glance information, for example, a complete list of deals that already closed for a forecast time period.