Quick Solution on displaying revenue by product category with Manufacturing cloud

If you are a Salesforce user and plan to use Manufacturing cloud or using it, there is always a question from your users on how to generate actual and forecasted revenue by product categories. Typically Sales agreement object which is the base object is related to Accounts and does a fantastic job of displaying revenue actuals and forecasted at the account level. The question for some Manufacturers is that they want to display this product line to see which products are performing better. Here is the quick solution for it.

You can see the below screen shot as an example. If you want to expand this report and build some advanced analytics , you can leverage the Manufacturing cloud for Analytics which is the CRMA solution which can provide you detailed analytics.

I would like to thank my friends Dilip Kumar and Peter Harris for helping out on the solution. You are welcome to email me at buyan@eigenx.com for further questions.

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Author: buyan47

Hi there! My name is Buyan Thyagarajan. I am a Salesforce consultant specializing in Higher Education, Manufacturing and Marketing Automation. My blogs will help you to maximize your Salesforce CRM investments, prevent problems beforehand and make the right decisions. If you need to talk to me right away, you can email me at buyan47@gmail.com or call me at 302-438-4097

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