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Creating sales goals

Archived

3 Tasks

10 mins

Visible to: All users
Beginner Pega Sales Automation 8.4 English
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Scenario

Your company has set a sales target of 1 million USD for Q1 2021. Sales management has decided to set a quota of 100000 USD for each of the sales representatives. For this exercise, update the sales goal for Terry Mason.

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

Role

Username

Password

System operations

SFASampleSalesOps

rules

Sales representative

tmason

rules

Your assignment consists of the following tasks:

Task 1: Create time period for Q1 2021.

Task 2: Add the sales goal for Terry Mason.

Task 3: Verify your work.

Challenge Walkthrough

Detailed Tasks

1 Create time period for Q1 2021

  1. Log in to your exercise system as the sales operations user.
  2. Click Tools. The Tools options are displayed.
  3. Click Time periods. A list of defined Time Periods is displayed.
  4. Click the Create time period. The Time period dialog is displayed.
  5. Enter the following information to add fiscal year 2021.
    1. Name: FY 2021
    2. Start date: 1/1/2021
    3. End date: 12/31/2021
    4. Type: FiscalYear
  6. Click Submit.
  7. On the rightmost column in the FY 2021 row, click the Plus icon. The Time period dialog is displayed.
  8. Enter the following information to add the first quarter to the fiscal year 2021.
    1. Name: Q1
    2. Start date: 1/1/2021
    3. End date: 3/31/2021
  9. Click Submit.
  10. On the Manage time periods page, in the list, next to the FY 2021, click the arrow to expand the fiscal year and display the quarter.

2 Add the sales goal for Terry Mason

  1. Click Operators. The Operators page is displayed.
  2. In the Filter operators field, enter mason and click Filter. Terry Mason is displayed in the result list.
  3. Click on Terry Mason to open the operator record.
  4. Click Actions > Update sales goals. The sales goals are displayed.
  5. On the lower-left side of the list, click the Plus icon. The Sales Goal dialog opens.
  6. Enter the following information to add the sales goal for Q1 2021.
    1. Fiscal year: FY 2021
    2. Quarter: Q1
    3. Goal type: Revenue
    4. Quarterly goal: 100000
  7. Click Submit. The application displays Q1 for FY 2021 in the list on the Edit Sales Goals page.
  8. Click Submit to save the sales goal.

3 Verify your work

  1. Log in to your exercise system as sales representative Terry Mason.
  2. Click Opportunities. The Opportunities page is displayed.
  3. Click Create opportunity and select Business in the sub-menu to add a B2B opportunity.
  4. Enter the following information to add the opportunity for Q1 2021.
    1. Amount: 50000
    2. Close date: 3/31/2021
    3. Name: Dome Camera System for Nexus Energy
    4. Account: Nexus Energy
    5. Forecast category: Commit
  5. Click Create to add the opportunity.
  6. Click Forecast to display the forecast.
  7. In the filter section, set Year to 2021 and click Filter. Opportunities for 2021 are displayed.
  8. Verify that the Goal for Q1 2021 is 100000USD and Closed + Commit is 50000USD.


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