Adjusting the forecast

3 Tasks

10 mins

Pega Sales Automation '23

Pega Sales Automation 8.8 Pega Sales Automation 8.7 Pega Sales Automation 8.6 Pega Sales Automation 8.5

Visible to: All users

Beginner Pega Sales Automation '23 English

Scenario

While Terry Mason, a sales representative, is reviewing the forecast, he sees the opportunity Smoke Detection Systems for Forest Gas in Q4 of 2023. Terry has heard a rumor that Forest Gas is evaluating all purchases for 2023 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 March 31^st, 2024.

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

Role	User name	Password
Sales representative Terry Mason	tmason	rules

Your assignment consists of the following tasks:

Task 1: Create a close plan for the Smoke Detection Systems for Forest Gas.

Task 2: Override the Smoke Detection Systems for Forest Gas opportunity.

Task 3: Verify that the opportunity moved from Q4 2023 to Q1 2024 and that the amount was reduced from USD70000 to USD50000.

 

You must initiate your own Pega instance to complete this Challenge.

Initialization may take up to 5 minutes so please be patient.

• Log In

Challenge Walkthrough

Detailed Tasks

1 Create close plan

1. Log in to your exercise system as sales representative Terry Mason.
2. Click Forecast. The forecast details are displayed.
3. Open the Close plans tab.
4. Select the following in the Filter by drop-downs:
   1. Custom
   2. Current Year
   3. Commit
   4. North East
   5. All AEs
5. Click Apply.
6. Locate and select the Smoke Detection Systems for Forest Gas.
7. Click Add new.
8. Enter the following information.
   1. Updates since last week: Rumors says that Forest Gas is holding back all purchases for 2023 and will not approve anything over USD50000.
   2. Next steps for the coming week: Contact Forest Gas to verify rumors and work out a solution.
9. Click Save.

2 Update the opportunity

1. Open the Details tab.
2. From the Forecast category, in the Commit row, click the forecast amount for Q4. The amount is USD150000 for the forecast. The application displays opportunities for this forecast category and time period.
   
3. Click the Smoke Detection Systems for Forest Gas opportunity label to open the opportunity.
4. Select Actions > Forecast to override the forecast.
5. In the Forecast override form, enter the following information:
   1. Amount: 50000
   2. Close date: 03/31/2024
   3. Category: Commit
   4. Comments: Moved out to Q1 2024 and changed amount to 50000
6. Click Submit. The application saves the change to the forecast.

3 Verify the update

1. Open the Forecast.
2. Click Filter to refresh the forecast.
3. The forecast category amount for Q4 2023 Commit has been reduced from USD150000 to USD80000.
4. Change the Override level to Opportunity and click Filter.
5. Confirm that Q4 2024 Commit is USD150000.
6. Change Year to FY 2024 and click Filter.
7. The forecast category amount for Q1 2024 Commit is 0 when the Override level is Opportunity.
8. Change Override level to North East and click Filter.
9. The forecast category amount for Q1 2024 Commit is USD50000 when the Override level is North East.
10. Click the forecast amount for Q1 2024 to list the opportunities.
11. Verify that the Smoke Detection systems for Forest Gas is listed with USD50000.

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Available in the following mission:

• Pega Sales Automation Foundation v8