I’m wondering if anyone has ever created or seen a view/report that provides a forecast based on products (line-item level).
The current Deal Pipeline view provides good high-level information about Sales Potential and Stages, but I am looking to understand Sales potential of the individual products contained on Quotes. This would provide our Supply Chain with a better look at demand for individual components that often make up a capital system which can be configured in multiple ways.
Hi @DKo3,
Thanks for reaching out to the Community!
I would like to invite our subject matter experts to see if they have any suggestions.
Hi @AdamLPW, @BukunmiOdetayo, @Mike_Eastwood - Do you have any reporting tips for @DKo3?
Thank you!
Best,
Kristen
Hi @DKo3
We’ve created Custom Reports to record Product Sales but I’ve never come across any reports that you could forecast Product Sales.
You can create a Custom Report by going to Reports (top menu) > Reports (sub menu) > Create Report (orange button - top right) > Custom Report. Under “Create reports from scratch” choose Single Object > select Line Items.
It’s important to know that Products become Line Items once the Product is added to a Deal. The Line Item can even have diffferent properties to your Product e.g. you could change the price of a Line Item in a Deal.
Have fun
Mike
p.s. thank you for the mention @kvlschaefer