Forecast Variance App Installation Guide
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 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
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