| App Name: | Forecast Variance |
SECTION 1: Publisher Information
SECTION 2: Standard DataSet Information
| App DataSet Name | Connector Name | Connector Report Name |
| N/A | | |
SECTION 3: Custom DataSet Information
| DataSet Name: | Forecast Variance Report |
What is the DataSet used for? | This DataSet contains summary metrics for actuals and forecasts in various regions |
| |
Field Name | Data Type | Report Name / Object Name | Source | Description of Field | Primary key? |
| Date | Date | Custom Report | CRM System | The week-ending date | |
| Site | Text | Custom Report | CRM System | The sales office | |
| Forecasted Units | Number | Custom Report | Planning System | The amount of units that were forecasted to be sold by this office | |
| Units Sold | Number | Custom Report | Planning System | The amount of units that were actually sold by this office | |
| Forecasted Sales | Number | Custom Report | CRM/Planning System | The USD value of the sales that were forecasted for this office | |
| Actual Sales | Number | Custom Report | Planning System | The USD value of the sales that were actually generated by this office | |
SECTION 4: Implementation Steps
Step 1: Create a report in your CRM system that contains the above field information
Step 2: Connect the report into Domo
Step 3: (Optional) Prepare the data by renaming the fields
Step 4: Switch the sample cards over to the live data
