notes/sales_meeting.md
2019-01-09 19:06:47 -05:00

577 B

pivot table (done)

  • order days
  • ASP & ASC
  • calendar year

data rebuild

  • Field names need to make sense and then evaluate
  • Break out bill-to ship-to
  • difference between forecast and actual, or budget and actual
    • orders versus budget
    • sales versus budget
  • bring currency or value in original currency
  • open orders - request date
  • forecasted available date (Marty claims it is available)
  • get rid of goofy fields like FLAG-O

forecasting

  • Forecast iterations (evaluate at time all the other fields evaluated)
  • Mechanism to build a live self-informing forecast