SECTIONS
Here is a description of the user interface elements on the Forecast Revenue page.
Recognition View
| Field | Description |
|---|---|
| Select View | List of available recognition views available to you. Views can be shared or restricted depending on permissions. |
Buttons
| Button | Description |
|---|---|
| Load | Loads the selected shared recognition view. |
| Save View | Saves the current set of filter criteria as a new shared recognition view. |
Source Object Tabs
Each hierarchical group of source objects has a separate tab on this page. See Choosing Your Source Objects for an explanation of source object hierarchies.
The current recognition view determines which source object tabs are displayed. Click the plus sign to open a source object tab not currently displayed. If no recognition view has been saved, all source object tabs are displayed by default. The plus sign is not displayed if all source object tabs are already open. If settings records have not yet been created, only the plus sign is displayed because there are no source object tabs to display.
Each source object tab has the toolbar and grid described below.
Toolbar
| Button | Description |
|---|---|
| Select Filters | Shows or hides the Filters panel. When the Filters panel is displayed, select the years you want to forecast revenue for and complete the filter criteria you want to use. See Filtering your Source Data for more details. |
| Currency | Picklist of appropriate currencies. |
| Generate Forecasts | Automatically generates forecasts for the selected records. |
| Enter Forecasts | Click this to be able to enter forecast values for each record period. |
| Load Latest | Loads the latest forecast details. |
| Load Specific | Load a specific forecast. |
| Show As | Toggle between displaying the forecasts as monetary values or as percentages. You can hover the cursor over a percentage figure to display its cumulative percentage. |
| Submit | Starts a process to create revenue forecast transactions for the selected lines. If revenue forecast transactions already exist for the selected lines, you can choose whether to update the existing version or whether to save the current forecast as a new version. |
Grid
Key: R – Read-only
| Column | Description | |
|---|---|---|
|
An error will be displayed if there are any discrepancies between the source data and the data displayed on screen. Hover your mouse over the icon to read the error details. | |
| Checkbox | Indicates whether or not the current line is selected. Only selected lines will be submitted. | |
|
Hover your mouse over the icon to display a popup showing more detail about the selected line. Click the icon to display the Details Panel. | |
|
Indicates that the revenue forecast transaction for this record is locked. If your permissions allow, you can use the Lock/Unlock button on the revenue forecast transaction detail page to unlock the record. | |
| Elements | R | Displays a hierarchical list of source records retrieved. |
| Information | R | Further information about the source record. Often this is the account name but it can be any useful information. |
| Template | R | Displays the name of the related template. |
| Total Revenue | R | Displays the total revenue amount. |
| Total Forecast | R | Displays the total forecast amount. |
| Cumulative Percentage | R | The total forecast amount as a percentage of the total revenue amount. |
| Unallocated | R | Displays the amount still unallocated for each element. Total revenue minus total forecast. |
| Forecast Years/Periods | Enter forecast values for individual periods. |
Hover over a column heading and an arrow will appear. Click the arrow to change how data in the column is sorted (in ascending or descending order) and to choose which columns are displayed on screen. To revert to the default column layout, choose Reset Layout.