- [Narrator] Forecasts are a relatively new feature

- [旁白] 預測是一個相對較新的功能

in Salesforce,

在Salesforce。

which allow you to predict sales into the future

這使你能夠預測未來的銷售情況

versus customizing reports to create forecasts.

與定製報告以創建預測相比。

Forecasts allow you to predict your sales cycle

預測使你能夠預測你的銷售週期

from pipeline to closed sales

從管道到完成的銷售

and to manage sales expectations

並管理銷售預期

throughout your organization.

在你的組織中。

A forecast is a visual representation of expected revenue

預測是對預期收入的一種直觀表示

based on the sum of a set of opportunities.

基於一組機會的總和。

So if you already have opportunities

是以，如果你已經有機會

in your Salesforce pipeline,

在你的Salesforce管道中。

you will see them in the forecast tab.

你會在預測標籤中看到它們。

This is an area that your Salesforce administrator

這是您的Salesforce管理員的一個區域

can assist with, but I know how important forecasts are,

但我知道預測是多麼重要。

so I want to show you the basics.

所以我想向你介紹一下基本情況。

You can enable multiple types of forecasts in your account.

你可以在你的賬戶中啟用多種類型的預測。

Each type of forecast has its own quota and adjustment data.

每種類型的預測都有自己的配額和調整數據。

Sales managers can look at an individual forecast,

銷售經理可以看一下個人的預測。

forecast by team, revenue, and by opportunities.

按團隊、收入和機會進行預測。

If you're a sales manager,

如果你是一個銷售經理。

you may want to view team and individual forecasts.

你可能想查看團隊和個人的預測。

In fact, this is a great tool

事實上，這是一個偉大的工具

for managers to review with members of their team

供管理人員與他們的團隊成員一起審查

if they have a weekly status meeting.

如果他們每週有一個狀態會議。

Forecast is a tab in the main navigation bar in Salesforce.

預測是Salesforce中主導航欄的一個標籤。

So if you've not yet set up Forecast,

是以，如果你還沒有建立預報器。

you'll simply see the demo information

你將會簡單地看到演示資訊

that Salesforce has already provided in your account.

這也是Salesforce在您的賬戶中已經提供的。

You will see the Forecast setup tab

你會看到 "預測設置 "標籤

in the upper right-hand corner of the screen.

在螢幕的右上角。

Let's click on that now.

現在讓我們點擊一下。

So you'll see here Forecast has been enabled,

所以你會看到這裡預測已經被啟用。

if it hasn't, you can simply check that box.

如果沒有，你可以簡單地勾選該方框。

You'll see forecast types,

你會看到預測類型。

and you'll see a few different things.

而你會看到一些不同的東西。

One of the most important here

這裡最重要的一個

is enable forecast adjustments.

是啟用預測調整。

Adjustments are important

調整是很重要的

because there are always factors that are unique

因為總有一些因素是獨特的

that can not be factored into a forecast.

不能計入預測的因素。

Maybe you need to manually adjust a forecast

也許你需要手動調整一個預測

because you know a key team member

因為你認識一個關鍵的團隊成員

is leaving at one of the companies you put in your forecast,

在你的預測中，有一家公司正在離開。

or maybe a company is in the process of being acquired,

或者是一個公司正在被收購的過程中。

so there's a lot of uncertainty

所以有很多的不確定性

about the future of the relationship.

關於這種關係的未來。

These are common issues in sales,

這些都是銷售中常見的問題。

so Salesforce allows both the manager and the individual rep

是以，Salesforce允許經理和個人代表

to make adjustments as necessary.

以進行必要的調整。

You'll also see enable cumulative forecast rollups.

你還會看到啟用累計預測滾動。

By default, the forecast area displays one type of forecast,

默認情況下，預測區顯示一種類型的預測。

closed committed best case,

封閉式承諾的最佳案例。

but you can choose to display cumulative rollup columns,

但你可以選擇顯示累積的滾動列。

which include opportunities in more than one category.

其中包括一個以上類別的機會。

You can also configure the default display.

你還可以配置默認顯示。

So for example, you can look at monthly or quarterly,

是以，例如，你可以看看每月或每季度的情況。

you can look at the current quarter or one quarter ago,

你可以看一下本季度或一個季度前的情況。

and you can display as many quarters

而且你可以顯示儘可能多的四分之一

or months as you choose.

或幾個月，由你選擇。

There's also a check box to show quotas.

還有一個複選框可以顯示配額。

This can be very helpful

這可能是非常有幫助的

if you want to see quota attainment for an individual

如果你想看到個人的配額實現情況

or a team.

或一個團隊。

Now I can hit the Save button

現在我可以點擊保存按鈕

and you may get a warning

而且你可能會得到一個警告

about changing your forecast settings.

關於改變你的預測設置。

Salesforce always likes to inform you

Salesforce總是喜歡通知你

of any changes you're making it

你所做的任何改變

and how that will affect your data.

以及這將如何影響你的數據。

I'm fine with this, this is initial setup,

我對此沒有意見，這是初始設置。

so I'm going to click, Okay.

所以我打算點擊，好的。

And now I've set up a simple forecast.

而現在我已經設置了一個簡單的預測。

So that's a quick review of how forecasts are used

是以，這就是對預測的使用方式的快速回顧

and how to view them in Salesforce.

以及如何在Salesforce中查看它們。

So take a few minutes

所以花幾分鐘時間

to play around with forecasting for your organization.

來玩弄你的組織的預測。

(soft music)

(輕音樂)