WeDid: Supply Forecast

Challenges

A retailer supplies agricultural products to hypermarkets. It is crucial for this retailer to keep track of the level of supply every month in order to ensure that their suppliers will always have sufficient supply for the future order. However, at this moment the visibility of the supply level against the number of contracted order is not available.

 

Solution:

A supply and order forecast module is built in Salesforce. The users can now enter supply forecast records for each month and each product. Any opportunity line item created will be linked to the right supply forecast record.

A report is then created to display the supply vs demand for the particular month.

 

Related Objects Account, Opportunity, Opportunity Product, Product, Custom Objects, Custom Settings
Components Data Model Design, Apex Trigger, Apex Classes, Report & Dashboard
Complexity Medium