Customizing The App

The app enables tracking Product Schedules against monthly salesperson and team targets. Pre-built reports and dashboards provide complete performance and...

Revenue Scheduling Here are the simple steps for setting up Revenue Schedules: 1. Edit the Opportunity Page layout. Add these...

By default, the app sets a Straight-Line profile for Revenue Schedules. This means that on a single Opportunity Product, each...

Salespeople in some companies create Quotes and Quote Line Items rather than adding products directly to an opportunity. In this...

When salespeople schedule Opportunity Products in your company, do they think about revenue, quantity, or both? If salespeople think about...

You can easily update the Product Schedule Status picklist values: Navigate to Setup. Click Object Manager. Go to the Product...

By default, the GSP Product Schedule app creates monthly schedules. To change this cadence, take these steps: Navigate to Setup....

By default, in the Product Schedule app, when you update the Close Date of a pipeline Opportunity, the Schedule Date...

The Product Schedules has three standard ways for users to schedule revenue over time: Straight Line. Prorated. S-curve. These projection...

Before purchasing the GSP Product Schedules app, you may have used the standard Salesforce schedules feature. You likely want to...

On Salesperson Revenue Targets, you can segment your targets further using the Target Type feature. For example, you might have...

The Product Schedules app has a set of default fields that will suit most businesses. Nevertheless, if you need additional...

The app rolls the Schedule Amount or Quantity from the Product Schedule to the Salesperson and Team Target records. However,...

When you install the GSP Product Schedules App, you will likely have existing opportunities for which you want to create...

By default, Schedule Batching is not enabled. To enable it, a system administrator must define the batch threshold, i.e., the...