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Shortfall Projections

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Shortfall Projections

View shortfall projections for products that are part of the visits you’ve scheduled on the Intelligent Sales home page on the desktop app. If you’re on the mobile app, these projections are on the My Products page.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited editions with Health Cloud or Life Sciences Cloud

You can set filters to see shortfalls for today, the next 7 days, 14 days, 30 days, or 90 days.

Screenshot of shortfall component on Intelligent Sales desktop home page.

In this component, you can see the following:

The ratio of products that are available and projected to have shortfall.
The number of different products that have shortfall.
The revenue risk this shortfall poses.
The product that has shortfall, the quantity of shortfall, the revenue risk from that product, and the first day you have shortfall for that product.