Search for answers or browse our documentation.
AccountManager Forecast Views
AccountManager includes several different views that display forecast information. Your AccountManager administrator may have set certain restrictions into place that govern which forecasts certain users have access to, such as allowing field salespeople to only see information for their accounts.
Most views sort the data in order by the first column. For example, in the default “Forecasts > By End Customer” view, the forecasts are arranged in alphabetical order by company name. In some views, such as “Maintenance”, some columns may have sort indicators, meaning you could click on that column header to override the default sort and view the data in a different order (such as by “Principal” as in the example below). When you sort by a particular column, the sort indicator turns into a solid black triangle. To unsort that column click the column header again, or sort a different column instead.
[Forecast Views Screenshot 1]
[Forecast Views Screenshot 2]
Forecast Views Action Buttons:
(Note: The dropdown choices on your Action Buttons may vary depending upon your company’s configuration. See your AccountManager administrator with questions).
|
Button Name |
Usage |
|
New Account |
Opens a new Account profile form. |
|
New Contact |
Opens a new Contact Profile form. |
|
New Opportunity |
Opens a new Opportunity form. |
|
New Sample |
Opens a new Sample form. |
|
New Quote |
Quote – Opens a new Quote form. Quick Quote – Opens a new Quick Quote form. |
|
New RFQ |
Opens a new Request For Quote form. |
|
New Registration |
Opens a new Registration form. |
|
New Design Win/Split Request |
Open a new Design Win form. |
Forecast View Descriptions:
(Note: The views available to you may vary in name and/or order depending upon your company’s configuration. The period columns visible in this view are governed by the Forecast Profile managed by your administrator. See your AccountManager administrator with any questions).
|
View Name |
Usage |
|
Forecasts |
|
|
Maintenance |
Displays all forecasts in an editable flat view based on the columns specified by your configuration profile. Forecasts may be entered and modified in this view in a manner similar to working in a spreadsheet. See “Forecast” form help for more information on this feature. In this view, even ROW account names are displayed, but are indicated by the icon. |
|
By End Customer |
Displays forecasts categorized by End Customer, with the exception of ROW accounts which are grouped together under the [ROW] category. |
|
By Principal |
Displays forecasts categorized by Principal, with the exception of ROW accounts which are grouped together under the [ROW] category. |
|
By Distributor |
Displays forecasts categorized by Distributor, with the exception of ROW accounts which are grouped together under the [ROW] category. |
|
By CEM |
Displays forecasts categorized by CEM, with the exception of ROW accounts which are grouped together under the [ROW] category. |
|
By Account Manager |
Displays forecasts categorized by account manager. (Each account manager will see all forecasts his/her name appears on, regardless of whether it’s as customer account manager, distributor account manager, owner, etc. Because one forecast document could be assigned to multiple account managers, the totals at the bottom of this view will be inflated. Do not use the “By Account Manager” view for overall totals.) |
|
By End Customer |
Displays forecasts categorized by end customer account manager. |
|
By Principal |
Displays forecasts categorized by principal account manager. |
|
By Distributor |
Displays forecasts categorized by distributor account manager. |
|
By CEM |
Displays forecasts categorized by CEM account manager. |