SAP Actuals vs. Forecast

Display graphical overview of Actuals (SAP order history) vs. Forecast (Salesforce Opportunities) for an Account.

The SAP Actuals vs. Forecast component is a real-time mashup of data between SAP Sales Orders (“hard facts”) and Salesforce Opportunities (“soft facts”) in a single view. It puts an Account’s forecast into a historic perspective which can lead to more accurate forecasting. In addition, it shows the order volume development over time. The default time-period as well as the Opportunity percentage threshold can be set by an Overcast administrator. The user can adjust the time-period as well and look at user-specified time horizons.

Installation

1. Navigate to the Component Library in the Overcast App. Filter by SAP-integrated Customer 360 under Collections.
   
    
2. Search for SAP Actuals vs. Forecast component and activate it by selecting the blue Activate. (Once activated, the panel will appear green).
   
    
3. Choose the connection string for your Backend System and click Activate.
   
    
4. Navigate to the Monitoring Tab and check the Status. A green circle indicates that the component is successfully activated and is ready to use. If you see a red circle indicating an error, navigate to the ID (eg. 00001) and see Detailed Log for information regarding error. Go to Monitoring pages for more information.
   
   
    

Display the component 

1. Go to Account record page. Navigate to Setup and select Edit Page to open Lightning Application Builder.
   
    
2. From Left pane, drag and drop the SAP Actuals vs Forecast component onto the page. Click Save and then Activate.
   
    
3. If this is your first component to install, you will see Page Layout Activation page. Select Assign as Organization Default. Click Next and then Save. The component is now displayed on the Account record page.

Functionality

1. Go back to the Account record page. The blue bars indicate SAP sales orders that have been delivered, the orange bars indicate the SAP sales orders that have not been delivered, and green bars indicate opportunities registered in Salesforce. 
    
2. Click the funnel on the right top to change the date range. You can also customize the Start Date and End Date. Select Update after selecting the date range.