Universal Containers (UC) currently uses Sales Agreements to track its annual plans with customers but is working with a consultant to set up Advanced Account Forecasting.
UC stores shipped/invoiced order data in a child-custom object related to the standard Order object. UC has two primary requirements:
1) To see its forecast by Product Code and Product Category
2) To see actual order data broken out into three metrics: Quantity Ordered but still Open, Quantity Ordered but Shipped, and Quantity Invoiced
How should a consultant set up Advanced Account Forecasting to fulfill these requirements successfully?
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