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在时间点捕获漏斗预测
预测提交是您预计在预测期间结束的收入或数量的最佳估计。通常,每周需要提交一次,提交会在您提交时拍摄预测的快照。当管理层审查预测汇总时,他们会将当前预测与提交的预测数字和定额进行比较,并知道预测是最新的。任何差异都会更好地影响整个销售团队和业务的预测。
预测提交是您预计在预测期间结束的收入或数量的最佳估计。通常,每周需要提交一次,提交会在您提交时拍摄预测的快照。当管理层审查预测汇总时,他们会将当前预测与提交的预测数字和定额进行比较,并知道预测是最新的。任何差异都会更好地影响整个销售团队和业务的预测。
| 适用于:Lightning Experience |
| 适用于:Professional、Performance 和 Developer Edition,以及带销售的 Enterprise 和 Unlimited Edition |
在预测页面上,使用每个期间的预测摘要中的图标提交预测并查看过去的预测提交。
| 图标 | 描述 |
|---|---|
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表示过去 7 天内没有提交该期间的预测。 |
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表示该期间的预测在过去 7 天内提交。预测经理可以查看但不能更改其直接下属的预测提交。 |

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