Financial Plan: Planned Sales

A Planned Sales widget and tab for Financial Plans have been upgraded to allow up to five years of Sales Planning

The widget on the Financial Plan Summary visualizes this as a trend chart for the current year and two future years

Clicking into the widget will show the Planned Sales by Product Line and other dimensions for up to five years

The Edit tab focuses on on only the data elements to creates these visuals for a simplified user experience.

In addition, these updated visuals are available on the Customers Dashboard and as a Layout option for an individual Customer.