Forecasts Module Improvements in 12.0 (Q2 2022)

15 Apr 2022

2 minute read time

The 12.0 (Q2 2022) release brings with it major improvements to the look, feel, and function of the Forecasts module! New and updated values in the header and worksheet help make the page much easier to understand and more intuitive to use for both sellers and sales managers.

Check out the screenshots and tables below for a description of the updates to the manager and seller worksheets. More details about the Forecasts module can be found in the Forecasts page of the Application Guide.

Manager’s Team Worksheet

Item	11.3 and below	12.0 and above	Description
Worksheet name	Not shown	Team Forecast	Shown at the top left of the team forecast page to indicate that the user is looking at a team’s worksheet.
Save button	Save Draft	Save Adjusted Values	A button on the team worksheet that appears after editing an Adjusted Quota or Adjusted Commitment field in the list view.
Editable commitment value	Not Available	Team Commitment	Located in the header on the team worksheet, the editable forecasted numbers you are committing to for your team.
Adjusted total value	No label	Adjusted Total	Located in the header of the team worksheet, the sum of the Adjusted Commitment (Best/Likely/Worst) values.
Column names	Quota (Adjusted)	Adjusted Quota	Worksheet column on the team forecast page representing your sales agents’ quotas with an optional, manual increase above your team's assigned quota; when assigning quota to your reportees, this is the quota value they will receive.
	Best/Likely/Worst	Commitment (Best/Likely/Worst)	Worksheet columns on the team forecast page representing the revenue amount to which your sales agents have committed.
	Best/Likely/Worst (Adjusted)	Adjusted Commitment (Best/Likely/Worst)	Worksheet columns on the team forecast page representing the Best/Likely/Worst value with an optional, manual adjustment above or below your reportee's commitment.

Seller's Worksheet

Item	11.3 and below	12.0 and above	Description
Worksheet name	Not shown	Seller Forecast	Shown at the top left of the seller forecast page to indicate that the user is looking at an individual seller’s worksheet.
Save button	Save Draft	Save [Opportunities or Revenue Line Items]	A button on the seller worksheet that appears after editing a field in your list of opportunities or revenue line items.
Editable commitment value	Not Available	Commitment	Located in the header on the seller worksheet, the editable forecasted number to which you are committing.
Forecasted value	No label	Forecasted	In the header of the seller worksheet, the total amounts of the opportunities’ or revenue line items’ best, likely, or worst values included in the forecast.

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Tony Romano over 2 years ago

Nice update.

Would be great if we could also have the option to configure this module to not need each target to be 'Committed', as many sales people and managers seem to forget.
Then all sales people have to remember would be to set each Opportunity to either include or exclude, which in itself is a commitment
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Tony Romano over 2 years ago

Nice update.

Would be great if we could also have the option to configure this module to not need each target to be 'Committed', as many sales people and managers seem to forget.
Then all sales people have to remember would be to set each Opportunity to either include or exclude, which in itself is a commitment
- Cancel
- Vote Up 0 Vote Down
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