Reports and forecasting/reporting metrics
Forecasts are an important part of business planning. They are used to inform when parts and resources are needed so that products can be manufactured and delivered on time. They also predict when revenue will be available to hire employees, run marketing programs, and invest in product and system improvements.
It is important to identify the metrics that an organization wants to measure and track early in requirement gathering so that the system can be designed in a way that allows these to be reported on. The data required to generate these metrics needs to be included in the data model and additional calculation fields might be required to allow the metric to be reported on in the desired way.
Every organization has a combination of metrics that they track and also have a way of preparing their forecast that is unique to them.
Sales Cloud capabilities
We will now explore the capabilities in Sales Cloud, first with Dashboards...