Which dashboard in the Advanced Account Forecasting Analytics app should a user access to do a deep-dive and understand forecasts and actuals by custom dimensions?
Customer service reps would like to set up end-to-end service processes to manage the entire service operation lifecycle.
Which tool should the consultant use to set up these processes?
Universal Containers (UC) currently uses Sales Agreements to track its annual plans with customers but is working with a consultant to set up Advanced Account Forecasting.
UC stores shipped/invoiced order data in a child-custom object related to the standard Order object. UC has two primary requirements:
1) To see its forecast by Product Code and Product Category
2) To see actual order data broken out into three metrics: Quantity Ordered but still Open, Quantity Ordered but Shipped, and Quantity Invoiced
How should a consultant set up Advanced Account Forecasting to fulfill these requirements successfully?
Universal Containers would like to use Manufacturing Cloud to forecast its spare part demand based on the number of defective part cases logged by customers and part orders
requested by distribution partners.
Which customization is required for Advanced Account Forecasting to meet these requirements?
Which Manufacturing Intelligence dashboard should a consultant use to identify products that could upsell and cross-sell across all accounts for the next quarter?