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Challenge

Creating sales goals

3 Tasks

10 mins

Visible to all users
Beginner Pega Sales Automation 8.5 English

Scenario

Your company has set a sales target of 1 million USD for Q1 2022. Sales management has decided to set a quota of 100000 USD for each of the sales representatives. For this exercise, update the sales goal for Terry Mason.

Use the following credentials to log in to the exercise system:

Role

Username

Password

System operations

SFASampleSalesOps

rules

Sales representative

tmason

rules

Your assignment consists of the following tasks:

Task 1: Create time period for Q1 2022.

Task 2: Add the sales goal for Terry Mason.

Task 3: Verify your work.

Challenge Walkthrough

You must initiate your own Pega instance to complete this Challenge.

Initialization may take up to 5 minutes so please be patient.

Detailed Tasks

1 Create time period for Q1 2022

  1. Log in to your exercise system as the sales operations user.
  2. Click Tools. The Tools options are displayed.
  3. Click Time periods. A list of defined Time Periods is displayed.
  4. Click Create time period. The Time period dialog is displayed.
  5. Enter the following information to add fiscal year 2022.
    1. Name: FY 2022
    2. Start date: 1/1/2022
    3. End date: 12/31/2022
    4. Type: FiscalYear
  6. Click Submit.
  7. On the rightmost column in the FY 2021 row, click the Plus icon. The Add child time period dialog is displayed.
  8. Enter the following information to add the first quarter to the fiscal year 2022.
    1. Name: Q1
    2. Start date: 1/1/2022
    3. End date: 3/31/2022
  9. Click Submit.
  10. On the Manage time periods page, in the list, next to the FY 2022, click the arrow to expand the fiscal year and display the quarter.

2 Add the sales goal for Terry Mason

  1. Click Operators. The Operators page is displayed.
  2. In the Filter operators field, enter mason and click the filter icon. Terry Mason is displayed in the result list.
  3. Click on Terry Mason to open the operator record.
  4. In the operator record, click the Sales goals tab. The sales goals are displayed.
  5. At the top of the list, click Add. The Create sales goal dialog opens.
  6. Enter the following information to add the sales goal for Q1 2022.
    1. Fiscal year: FY 2022
    2. Quarter: Q1
    3. Goal type: Revenue
    4. Quarterly goal: 100000
  7. Click Submit. The application displays Q1 for FY 2022 in the list on the Edit Sales Goals page.

3 Verify your work

  1. Log in to your exercise system as sales representative Terry Mason.
  2. Click Opportunities. The Opportunities page is displayed.
  3. Click Create opportunity and select Business in the sub-menu to add a B2B opportunity.
  4. Enter the following information to add the opportunity for Q1 2022.
    1. Amount: 50000
    2. Close date: 3/31/2022
    3. Name: Dome Camera System for Nexus Energy
    4. Account: Nexus Energy
    5. Forecast category: Commit
  5. Click Create to add the opportunity.
  6. Click Forecast to display the forecast.
  7. In the filter section, set Year to FY2022 and click Filter. Opportunities for 2022 are displayed.
  8. Verify that the Goal for Q1 2022 is 100000USD and Closed + Commit is 50000USD.


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