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Use Advanced Account Forecasting Analytics for Manufacturing
Use the dashboards in the Advanced Account Forecasting Analytics for Manufacturing app to analyze your forecast data and develop accurate forecasts to optimize your production and operations.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions |
Go to CRM Analytics Studio, open the Advanced Account Forecasting Analytics for Manufacturing app, and click the Dashboards tab to see the list of dashboards.
Accounts’ Health Dashboard
Monitor your accounts’ performance and take measures to improve your accounts’ health. The dashboard charts answer these questions:
- How’s my account performing against the forecast?
- How accurate are my forecasts?
- What’s the total forecasted revenue for a selected period?
- Which accounts need attention?
Account Insights Dashboard
Track your accounts’ performance and identify accounts that need attention. The dashboard charts answer these questions:
- How’s my account performing against the forecast?
- What’s the actual and forecasted revenue for a selected period?
- What’s in the forecast?
- How accurate are the forecasts for the account?
- How’s the account performing based on custom dimensions?
- How are the account’s products performing based on the key metrics for quantity and revenue?
- What are my top-performing products and accounts?
- Which products or accounts need my attention?
- What’s my total revenue from opportunities and orders?
- What’s the forecasted quantity and revenue for each product, service region, account, and owner?
Product Performance Dashboard
Track your product performance against the forecasted demand. The dashboard shows how the forecast varies based on time and various dimension-level combinations and identifies the accounts and products that need attention. The dashboard charts answer these questions:
- How’s the product performing against the forecast?
- How’s the product category performing against the forecast?
- How’s the product family performing against the forecast?
- What’s the actual revenue for a selected period?
- How’s the product performing based on custom dimensions?
- How’s the product category performing based on custom dimensions?
- How’s the product family performing based on custom dimensions?
- When have I had the highest forecast variance based on quantity and revenue?
- What are my top-performing products?
- Which products need my attention?
Forecast Analysis Dashboard
The Forecast Analysis dashboard lets you monitor the accuracy of your forecast based on the forecasted, adjusted, and actual revenue and quantity. With this dashboard, you can analyze how forecasts vary across time and plan measures to improve forecast accuracy. The dashboard charts answer these questions.
- How’s the product performing against the forecast and adjusted forecast?
- How’s the product family performing against the forecast and adjusted forecast?
- What’s the total forecasted revenue and quantity for a selected period?
- What’s the adjusted forecasted revenue for a selected period?
- How accurate are my forecasts?
- What’s the actual, forecast, and adjusted forecast variance for the selected period based on revenue and quantity?
- How did the forecast accuracy trend over time?
- Which product or account had the maximum forecast variance for a selected period?
- What’s the monthly forecast variance for the selected period?
- What’s the overall adjustments made in a period of three months?
Statistical Order Forecasting Dashboard
Work on an effective manufacturing plan by analyzing statistical order forecasts for an advanced account forecast set. The statistical forecast data includes order quantity and order revenue values. Plan better at a granular level based on the defined dimensions. Get answers to these questions:
- What’s the trend of order quantity and revenue over the course of the specified period?
- What’s the distribution of forecasted order quantity and revenue for the specified dimensions?
- What’s the accuracy of the forecasted order quantity and revenue values?
