Overview
In this section, you will find information about how to adjust commercial roadmap data, in particular:
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Concerned profiles:
Sales
Table of content
Step By Step
Adjust commercial Roadmap data | ||
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| 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 | |
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| Once all sales rep have completed or updated data, managers will review them. Managers launch report to analyze their portfolio data |  |