Salesforce Forecast Type: Opportunity Revenue
October 9, 2014 / / Comments Off on Salesforce Forecast Type: Opportunity Revenue
Running a company that sells furniture, the CEO Mr John would like to use Salesforce Forecast to view all Opportunity revenue quarterly.
An example of how the Forecast view looks like:
From the view above, Mr.John can see which quarter has failed to meet the targeted quota in the year 2013.
If Mr.John expands the view for each quarter, he can also see the sales result of each of his sales team member.