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Overview


In this section, you will find information about how to adjust commercial roadmap data, in particular:

  • How to adjust data
  • How to run a report to analyze adjustments

 

 

Concerned profiles:

    Sales 

Table of content


 

Step By Step


Adjust commercial Roadmap data

 Managers can adjust directly the data or they can ask to their sales rep to adjust the data. They click on the tab Adjust CR, They filter data to adjust and they filled the new value in the corresponding field

Managers analyze Commercial Roadmap data using reports by revenue, by volume 

 Once all sales rep have completed or updated data, managers will review them. Managers launch report to analyze their portfolio data 

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