Forecast Variance App Installation Guide

twhip
twhip Domo Employee
in Archive
App Name:Forecast Variance

 

SECTION 1: Publisher Information

 

Publisher Name:Acceleration
Support Email:[email protected]
Support Phone:801-805-9505
Support Web Address:www.domo.com/client-services/domo-support

 

 

SECTION 2: Standard DataSet Information  

 

App DataSet NameConnector NameConnector 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 TypeReport Name / Object NameSourceDescription of FieldPrimary key?
DateDateCustom ReportCRM SystemThe week-ending date 
SiteTextCustom ReportCRM SystemThe sales office 
Forecasted UnitsNumberCustom ReportPlanning SystemThe amount of units that were forecasted to be sold by this office 
Units SoldNumberCustom ReportPlanning SystemThe amount of units that were actually sold by this office 
Forecasted SalesNumberCustom ReportCRM/Planning SystemThe USD value of the sales that were forecasted for this office 
Actual SalesNumberCustom ReportPlanning SystemThe 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

This discussion has been closed.

Categories