Sunday, August 2, 2009

Extended Sales Forecasting Accelerator

With the thought of utilising my free time i was going through extended sales forecasting accelerator:)...Microsoft video and docs are more than enough to understand how to set it up and what it does..but i am here just penning down few important points to cover it in brief..Installing Extended Sales forecasting accelerator includes following customizations,report and settings
1.Goal and Goal Audit Entity
2.Extended Sales Forecasting Sales Manager And Extended Sales Forecasting SalesPerson security roles
3.MSA-Extended Sales Forecasting: Salesperson Goal Sign-Off,MSA-ExtendedSalesForecasting: Goal Audit Log,MSA-ExtendedSalesForecasting: Notify Goal Change,MSA-ExtendedSalesForecasting: Notify Salesperson of New Goal workflows
4.Two RDLs to be uploaded MSA Goals – Matrix.RDL,MSA Goals – Graph.RDL
To get the setup files and more information on its Installation and setup please go through the link http://www.codeplex.com/crmaccelerators/Release/ProjectReleases.aspx?ReleaseId=18959
Extended Sales forecasting accelerator basically enables the sales department to set goals and tracks the sales performance against them..in graphical or matrix report form....which has further drill down facility to enable viewing the information in more details...In this basically u can set a goal for say VP of Sales and then create subgoal under it for sales manager reporting to VP of Sales.Now the subgoals for VP of sales becomes the goals for sales person.Similarily u can create subgoal for sales person reporting to the sales manager under corresponding Sales manager...When an opportunity is won or cancelled the report would put show the goals versus actual in graph and matrix format...Worflows would send notifications on creation of new sales goals as well on change to existing sales goals....The person receiving the notification can mark it as completed or cancelled depending on whether he accepts the assigned goal or he wants it to be revised.....For more details u can go through the functional overview video as present in the link....Please feel free to get back to me if u need further details on this....