Yes, you can use formula date fields to determine which opportunities link to which targets. However, you will also need to use the Target Matcher Refresh Field Set. Use this field set if the “Target Date Matcher” fields are formula fields. Include the Opportunity fields that can affect the formula field, not the formula field…

Yes, you can use formula fields to determine which opportunities link to which teams. However, you will also need to use the Target Matcher Refresh Field Set. Use this field set if the “Target Team Matcher” fields are formula fields. Include the Opportunity fields that can affect the formula field, not the formula field itself.

This projection method sets the first and last schedule values in the same way as the Pro-rate (by Month) projection method. However, the difference is that the schedule value is set each month according to the number of days in that month. So, February would have 28 days of revenue, March would have 31 days…

The search function allows you to quickly filter through your products by bringing relevant products that match your search criteria to the forefront.

Yes, you can have group, bundle, and standalone products when using our app.  

Below is the definition for a Bundle and a Group: Product Bundle – When you add a Bundle to an Opportunity, the total price of the components will be assigned to the Bundle Opportunity Product, and all components within the bundle have a $0 value. Product Group – When you add a Group to an…

The Product Filters – Nested Tree, Field Set determines which filters are available for the nested tree structure in the GSP Product Manager page.

Yes, the Product Wizard App has a permission set that enables you to apply the permission set to grant users full access to the app.

Yes, but you must purchase the Subscription Manager App to configure Subscription Products in the Product Manager. If you wish to use Subscription Products and haven’t already bought the Subscription Manager, please get in touch.

The folder tree structure determines the folder structure of the nested tree in the GSP Product Manager.

The Product Tree Structure determines the columns displayed for each Product in the GSP Package Builder’s nested tree structure.

Groups and bundles can be created using the New Package Button on the Product tab. This must be added via the List View Layouts Section in the Product Object Setup area.

Add the Product Manager Button to your Opportunity Page Layout.

You can use this formula: Percentage Discount = ((Original Price – New Price) / Original Price) * 100

This is done via the Volume Pricing tab by clicking the “New Volume Pricing” button.

Bands: The discount for the applicable band applies to all units, so the sales price for all units will be the same. Tiers: Each unit will receive a discount on its tier, but the sales price for all units within a tier will be the same.

You need the Product Manager App to do date-specific volume pricing. However, once purchased, you can do volume pricing based on the Opportunity Product Start Date.

Volume Pricing can be used with the Product Manager App, enabling you to set Volume Pricing on both Groups and Bundles.

The Volume Pricing App costs $500/month, and you can have unlimited users.

This goes against Key Account Planning best practices. However, we have the functionality to enable overlapping Key Account Plans. This business decision requires careful thought. If you wish to implement this functionality, please refer to our Knowledge Base Articles or Get in Touch.

You can use the app with any currency you choose. However, standard SFDC doesn’t support dated exchange rates for custom objects. So please get in touch if you use dated exchange rates. 

If you modify an Opportunity or Opportunity Product, the Target records will automatically recalculate. 

You can use custom roll-up fields on the target record to track revenue targets. Alternatively, the GSP Product Schedules app, which includes revenue-based targeting, maybe a better solution. 

Here are the best practices for using our app: Define clear targets Input accurate and consistent data Use dashboards for relevant insights Review regularly and analyze progress Utilize reporting features for decision-making Leverage historical data for future target planning

You can control the visibility of the Target Tracker using the standard features and Profile controls. However, remember that ideally, any user that can update an Opportunity or Opportunity Product needs edit access to the related Target records to ensure the functionality works. 

The Target Tracker app, by default, tracks the amount. Nevertheless, if you need additional fields unique to your business, you can easily add custom fields to the target tracker. Some non-financial metrics customers track are quantity, volume, and leads.  

You can see this information on the individual salesperson target record. You can also view this information on the salesperson target dashboard.  

You can modify the Target Records in three ways: Editing the value of an individual record Editing the value via the in-line editing function in a list view Using the data loader to update target records in mass

When thinking about product targets, we look at them from the product category level. This is usually a collection of products associated with a group. Once defined at the product level, you can then create product targets. An opportunity product will link to a product target if the opportunity close date and target date are…

They link to salesperson targets because the opportunity close date falls within the month of the target record. The target owner and opportunity owner will also be the same user. 

The app allows you to set targets for custom fields. For instructions, please refer to the knowledge base or contact us. 

You should create targets for the appropriate people and given periods, aligning with the company’s targets. The GSP Target Tracker is just the central location for tracking these targets.   

The Target Tracker App allows you to set targets at the salesperson, team, and product levels. An individual salesperson can have opportunities and opportunity products that link to all target records in a single month. 

This information is on the Sales vs Targets All Sales Report for this FY (L). 

By default, in the Product Schedule app, when you update the Close Date of a pipeline Opportunity, the Schedule Date of all Product Schedules moves by the same number of days. 

 You can use the app with multi-currency. However, standard SFDC doesn’t support dated exchange rates for custom objects. Please get in touch if you use dated exchange rates. 

Yes, if you modify the quantity, sales price, schedule date, or number of schedules, the schedules recalculate. 

 You can add any roll-up fields you wish onto the target records.  

You have a choice: Enter the schedule parameters (# Schedules, Schedule Start Date) once the Opportunity Products are created. Enter the schedule parameters on each Quote Line Item, and have these sync to the Opportunity Products. In either case, the app will automatically create the appropriate Product Schedules. 

Here are the best practices for using our app: Determine the Business use case for Revenue or Quantity Schedules Choose the right Projection Method Get the most out of Reporting & Dashboards Linking the Actuals

 You can control the visibility of the Product Schedule using the standard features and Profile controls. However, remember that ideally, any user that can update an Opportunity Product needs edit access to the related Product Schedules to ensure the functionality works. 

 The Product Schedules app has a set of default fields that will suit most businesses. Nevertheless, if you need additional fields unique to your business, you can easily add custom fields to Product Schedules. 

 This information is available on the individual salesperson schedule target record and on the salesperson target dashboard.  

 You can modify the Product Schedules associated with Opportunity Products in two ways: via the Mass Edit Schedules Page or by editing a product schedule via the related list.   

 This projection method sets a value for the first month based on the Start Date. We assume thirty days in the month; if the Start Date is the 18th, the first schedule will be the value for 12 days. If we also assume that you entered 12 months for the # Schedules, the first schedule…

 They link to salesperson targets because the scheduled date falls within the month of the target record. The target owner and opportunity owner will also be the same user. 

 In the app, you can set product schedule targets at the salesperson and team levels. 

 Set them for as long as you can recognize the revenue or quantity. Remember, this can be a different frequency to the invoicing.  

 The Product Schedules App allows you to schedule revenue or quantity for a single opportunity product for 60 schedules, so you can use one product. 

 This information is on the Committed Revenue This FY report.