Sales Forecasting in Sales Dashboard

Summary:

An overview of the Sales Forecasting BI based reports in the Sales Dashboard.

Content:

The following video provides an overview of Sales Forecasting BI reports in Sales Dashboard using the subject areas available when forecasting by opportunity owner rolling up the resource hierarchy.

This video is part of the Sales Forecasting in Redwood video series.

Sales Forecasting in Redwood user experience allows sales managers to hold their reps accountable to their opportunity commitments and track the forecast trends throughout quarterly, yearly or fiscal periods.

Also, attached is a zip file file which includes sample BI catalog reports to use in Sales Dashboard data visualization configurations for a sales manager to report on their key forecast metrics and the metrics for their direct reports based on forecasting by opportunity rolling up the resource hierarchy