Adobe Captivate
Tuesday, February 16, 2016
Slide 4 - Oracle Sales Cloud
Release 9
Slide notes
Welcome to Oracle Sales Cloud training for Release 9. In this session, we’ll talk about what’s new in Forecasts.
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Adobe Captivate
Tuesday, February 16, 2016
Slide 5 - Agenda
Slide notes
In this session we’ll talk about each of the Sales Forecasts enhancements, including specific details about what has changed and how those changes
benefit you. We’ll also take a look at the application, so you can see what’s new.
Finally, we’ll explain what you need to consider before enabling these features for your business.
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Tuesday, February 16, 2016
Slide 6 - Enhancements Overview
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With Release 9, Sales Managers can review and adjust their forecasts wherever they are, using simplified pages.
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Tuesday, February 16, 2016
Slide 7 - Landing Page
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This easy-to-use page enables Sales Managers to view the latest forecasting data and compare that to key metrics such as pipeline and won revenue.
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Tuesday, February 16, 2016
Slide 8 - Slide 8
Slide notes
If you store quota information in Oracle Sales Cloud, you can immediately see your forecast numbers compared to your quota in a simple gauge view. At a
glance, Sales Managers can easily determine the forecast to open pipeline ratio. Then they can decide whether sales targets can be reached with the
current forecast and the open pipeline or if corrective action must be triggered.
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Tuesday, February 16, 2016
Slide 9 - Details View
Slide notes
Sales Managers can quickly see who has submitted their forecast and what has changed since the previous forecast. To improve forecasting accuracy,
Sales Managers can segment the totals by time periods and override forecast totals for each Sales Rep. Any adjustments are clearly visible in the forecast
hierarchy, allowing management to quickly identify changes made by their subordinate Sales Managers.
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Tuesday, February 16, 2016
Slide 10 - Drilldown View
Slide notes
Sales Managers can easily find each subordinate’s forecast and view the forecast just as the Sales Rep sees it. This allows for more effective coaching and
improves forecast accuracy.
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Tuesday, February 16, 2016
Slide 11 - Items View
Slide notes
Managers can also see all opportunities that comprise the forecast, focusing on the largest deals in their organization first. Sales Managers can then add
items to the forecast, remove items from the forecast, or adjust individual lines in the forecast.
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Slide 48 - Summary of Enhancement Capabilities
Slide notes
Here is a summary of the features I have talked about today.
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Tuesday, February 16, 2016
Slide 49 - Additional Information
Slide notes
The simplified pages are designed to improve usability; this makes the user experience different from standard desktop pages.
Sales managers have a different set of pages for forecasting from the sales reps. The application automatically displays the sales manager pages for any
territory with subordinate territories. If the territory is a leaf-level territory, then the sales rep pages are displayed.
The manager pages are therefore customized separately from the sales rep user interface. For example, if a custom field is added to the sales rep page,
then it will not be automatically added to the sales manager page.
To learn more about the sales rep pages, please refer to Release 8 documentation.
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Slide 50 - Slide 50
Slide notes
That concludes the audio portion of this presentation, thank you for listening. There is no audio in the implementation advice section.
You can easily pause and rewind any of these slides if you require additional time to take in the detail.
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Slide 51 - Feature Impact Guidelines
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Slide 52 - Business Process Model Information
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Slide 53 - Related Reports & Analytics Information
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