Document number: 11290

 

Forecast eReports

• Only those Opportunities that have been forecasted in Customer1 will be displayed on the Forecast Reports.
  
  
• Click here for How to Run Forecast Reports
  

There are two types of Forecast eReports:

1. Product Line Forecast
   
   
2. Forecast by Region

 

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How to Run Forecast Reports

Steps to run this report:

1. Navigate to eReports
   
   For more information on how to access eReports, see Eureka! document 11285 — eReports
   
   
2. Click on New Index, then select eReports.
   
   
3. Choose CRM Reports, then click on Sales Reports.
   
   
4. Select the Forecast Report link and enter Forecast ID and Time Frame that must match the Forecast Name and Time Frame used when the auto forecast was generated.
   
   
5. Click Finish to run the report.
   
   For more information on viewing a report after it has completed, see Eureka! document 11285 — eReports

 

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Product Line Forecast

This report enables Sales Reps and Managers to view their Forecast by product group (product line). For each product group, the license, maintenance, training, consulting, hosting and total contract value dollars is displayed. The report is first grouped by product group and then by forecast type within that product group. The subtotal is by product group.

 

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Forecast by Region

This report enables Sales Reps and Managers to view their Forecast by region and by RVP/RSD within the region. The report is first grouped by region, then by RVP/RSD and then by forecast type.

 

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Created by the PeopleSoft Knowledge Management Team.
Copyright © 2001 All rights reserved.
Created: dkc 08/31/2001
Reviewed: 09/29/2004