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. 

You should only add the Key Stakeholders at the customer to the heat map. These can be defined as the people who play a critical role in your interactions with the customer, in addition to their power and influence over the decision-making process.

You should conduct Account Health Reviews every month. You need to be honest with your scoring; otherwise, it will be challenging to identify the successes and areas for improvement with the customer.

You can customize our apps within pre-defined parameters. For example, you can change picklist values, add new fields, and modify the page layouts. You can also change the name of fields within the app using the Override feature within the Translation Workbench. We thoroughly explain the customizable features of each app in the relevant Customizing…

If you have a GSP app installed in your Salesforce environment, we cannot see your data or any part of your configuration or setup. The only people that can see the data are your Salesforce users to whom you’ve given environment access.

Optionally, you can give us temporary access to your Salesforce environment. You could do this if you want our help to set up the app or resolve a problem. Take these steps to give us temporary access to Salesforce: 1. Click your avatar in the top right corner. 2. Settings. 3. Grant Account Login Access.…

All GSP apps are guaranteed to be compatible with future Salesforce releases. We achieve this by ensuring the code and configuration within each app meet published Salesforce best practice standards. We run a series of automated technical tests with each new release of an app to validate adherence. Salesforce guarantees that if you abide by…

All GSP apps have appropriate test methods and code coverage. Without this coverage, we could not publish the app on the AppExchange. However, you may find that some of our test methods fail in your Salesforce environment. These failures usually happen because there are mandatory fields or validation rules in your Salesforce environment that our…

You can use the standard object-related features on the Profiles to control access to Account Plans. However, remember that Account Plans have a master-detail relationship with the Account; this means that if a user can see the Account, they can see the Account Plan. That said, in the future, it may be possible to constrain…

You can link other custom objects to the Account Plan. For example, if you have an object that tracks customer satisfaction, you can build a flow or trigger that rolls up the values to the Account Plan. Let us know if you need help with this process.

Currently, the Account Plan Colleague Roles are separate from the Account Team function. This separation is because people and roles may vary yearly, so the Colleague Roles should be modified on each Account Plan. In contrast, the Account Team is often not updated each year.

Only the opportunities from the same Account link to the Account Plan. However, remember that you can create separate Account Plans for individual business units or regions within complex and large customer organizations. In addition, the Opportunities by Top Level Account on the dashboard displays all opportunities within an organization hierarchy.

Absolutely. Use the account planning process to manage and track your approach with potential customers.

We don’t have pre-written Account Plan examples. However, each of our customers who purchase the GSP Account Planning app can receive a free one-hour coaching session from an expert. The world-class team at SBR Consulting provides this service.

You can control the visibility of Account Plans using the standard features and Profile controls. However, remember that ideally, any user that can update an Opportunity needs edit access to the related Account Plan to ensure the KPI roll-up fields on the Account Plan update to reflect the Opportunity value.

You can modify the value of all picklist fields to reflect your business needs. You can also add custom fields to each object in the app.

e recommend breaking your goals into specific Objectives. Then, track the progress of each Objective using the Status field. Reports and dashboard charts within the app provide overall visibility of progress on Objectives.

Add the standard Clone button to the Account Plan page layout. However, we don’t recommend cloning Account Plans; instead, you should think about your relationship with the customer each year and what you want to achieve. Using the Clone button carries the risk that you avoid this critical thinking process.

We recommend you record Activities against Objectives rather than the Account Plan. For example, using this approach, you track the open and completed Tasks needed to execute each Objective successfully.

This article explains how the opportunity Amount is rolled up to the KPI section on the Account Plan. Optionally, you can roll up custom fields from the opportunity to the Account Plan. 

As with any object in Salesforce, only one person can own each Account Plan. However, you can use the Account Plan Colleague Roles feature to assign multiple users to an Account Plan.