Submit Forecast Feature for Salesforce Collaborative Forecasting
$370
Delivery in
3 days
- Views 180
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What you get with this Offer
Salesforce Collaborative Forecasting is purposefully designed to not have a submit feature. However, thousands of Sales Managers used this feature so that they know when one of their Sales Reps has looked at and is happy with their forecast.
I can create a tried and tested feature in your org which will allow you to understand when a Sales Person is happy with their forecast. This feature is separate to the forecasting object so there wont be any compatibility issues but it looks and feels like a native Salesforce feature. This is a ground up development so there is no license subscription that you have to worry about.
Forecasts reset at a time period of your choosing - daily, weekly or monthly. A reminder is shown on the home screen if a rep has not submitted their forecast. Sales Managers can view a list of who has and has not submitted their forecast.
I can build this solution using the privacy settings you require and best of all, because this is a completely native solution, you can build your own workflow rules off the back of it so that you can send reminder emails to late submitters for example.
I can create a tried and tested feature in your org which will allow you to understand when a Sales Person is happy with their forecast. This feature is separate to the forecasting object so there wont be any compatibility issues but it looks and feels like a native Salesforce feature. This is a ground up development so there is no license subscription that you have to worry about.
Forecasts reset at a time period of your choosing - daily, weekly or monthly. A reminder is shown on the home screen if a rep has not submitted their forecast. Sales Managers can view a list of who has and has not submitted their forecast.
I can build this solution using the privacy settings you require and best of all, because this is a completely native solution, you can build your own workflow rules off the back of it so that you can send reminder emails to late submitters for example.
Get more with Offer Add-ons
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I can create all of your forecast submission users (records)
Additional 1 working day
+$63
What the Freelancer needs to start the work
- Access to your Salesforce Org
- Understanding of how you forecast
- Discovery/Initial planning call
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