Adjusting the forecast

Archived

2 Tasks

10 mins

Pega Sales Automation 8.5

Pega Sales Automation '23 Pega Sales Automation 8.8 Pega Sales Automation 8.7 Pega Sales Automation 8.6

Visible to: All users

Beginner Pega Sales Automation 8.5 English

Scenario

While Terry Mason, a sales representative, is reviewing the forecast, he sees the Smoke Detection Systems for Forest Gas in Q4 of 2020. Terry has heard a rumor that Forest Gas is evaluating all purchases for 2020 and will not approve anything over USD50000.

After some negotiation, Terry comes to an agreement with Forest Gas for USD50000 instead of the original USD70000. Unfortunately, the close date needs to be pushed back to January 31^st, 2021.

Use the following credentials to log in to the exercise system:

Role	Username	Password
Sales representative Terry Mason	tmason	rules

Your assignment consists of the following tasks:

Task 1: Update the Window Sensor System opportunity for Forest Gas.

Task 2: Verify that the opportunity moved from Q4 in 2020 to Q1 in 2021 and that the amount was reduced from USD70000 to USD50000.

Challenge Walkthrough

Detailed Tasks

1 Update the opportunity

1. Log in to your exercise system as sales representative Terry Mason.
2. Click Forecast. The forecast details are displayed.
3. From the Forecast category, in the Commit row, click the forecast amount for Q4. The amount is USD210000 for the forecast. The application displays opportunities for this forecast category and time period.
   
4. Hover over the Smoke Detection Systems for Forest Gas opportunity label.
5. Select Preview. The application displays the opportunity.
6. Select Actions > Forecast to override the forecast.
7. In the Forecast override form, enter the following information:
   1. Amount: 50000
   2. Close date: 01/31/2021
   3. Category: Commit
   4. Comments: Moved out to Q1 in 2021 and changed amount to 50000
8. Click Submit. The application saves the change to the forecast.

2 Verify the update

1. Set the Year to FY 2020 and click Filter.
2. The forecast category amount for Q4 Commit in 2020 has been reduced from USD210000 to USD140000.
3. Set the Year to FY 2021 and click Filter.
4. The forecast category amount for Q1 Commit in 2021 has increased from USD105000 to USD155000.
5. Click the Q1 Commit forecast category amount. The amount is USD155000 for the forecast.
6. Click the Recent changes tab. The application displays the Change amount, Previous amount, and shows that the date slipped from Q4 to Q1.
7. Change the Override level to Opportunity and click Filter.
8. Confirm that Q1 Commit is USD105000.

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Available in the following mission:

• Pega Sales Automation Foundation v2