Forecast Variance App Installation Guide
App Name: | Forecast Variance |
SECTION 1: Publisher Information
Publisher Name: | Acceleration |
Support Email: | appsupport@acceleration.biz |
Support Phone: | 801-805-9505 |
Support Web Address: | www.domo.com/client-services/domo-support |
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
0
This discussion has been closed.
Categories
- All Categories
- 1.8K Product Ideas
- 1.8K Ideas Exchange
- 1.6K Connect
- 1.2K Connectors
- 300 Workbench
- 6 Cloud Amplifier
- 9 Federated
- 2.9K Transform
- 101 SQL DataFlows
- 622 Datasets
- 2.2K Magic ETL
- 3.9K Visualize
- 2.5K Charting
- 748 Beast Mode
- 60 App Studio
- 41 Variables
- 689 Automate
- 177 Apps
- 454 APIs & Domo Developer
- 48 Workflows
- 10 DomoAI
- 36 Predict
- 15 Jupyter Workspaces
- 21 R & Python Tiles
- 397 Distribute
- 114 Domo Everywhere
- 276 Scheduled Reports
- 7 Software Integrations
- 127 Manage
- 124 Governance & Security
- 8 Domo Community Gallery
- 38 Product Releases
- 10 Domo University
- 5.4K Community Forums
- 40 Getting Started
- 30 Community Member Introductions
- 109 Community Announcements
- 4.8K Archive