Slaesforce FAQ

how to show predicted project end date in salesforce

by Emie Ratke Published 2 years ago Updated 2 years ago
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Code: var myDate=new Date (); //declare date object myDate.setDate (myDate.getDate ()+90); //add 90 days to today's date Without getting into too much detail what you are trying to do is possible but it will require manipulating that date object and formatting it so that you can insert your end date back into the Salesforce record.

Full Answer

How to add days to a date in Salesforce using JavaScript?

JavaScript has a date object which will allow you to add days to a date. Without getting into too much detail what you are trying to do is possible but it will require manipulating that date object and formatting it so that you can insert your end date back into the Salesforce record.

Is it possible to predict the delivery date of a project?

Without some idea of the total scope for a project, it is next to impossible to predict a delivery date. How does Structure.Deliver solve this problem? Historical data. Structure.Deliver uses the rich store of historical data in Jira to make predictions about the future.

What is a forecast in Salesforce?

In Salesforce, a forecast is based on the gross rollup of a set of opportunities. You can think of a forecast as a rollup of currency or quantity against a set of dimensions: owner, time, forecast categories, product family, and territory. You can also collaborate on forecasts with all the necessary people.

What is the predicted ending scope and story prediction?

The predicted ending scope provides a final target for all work and is a major element of Structure.Deliver’s ability to predict trending dates for teams. Story prediction is per team and is based on each team’s historical grooming practices.

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What happens to sales forecasts in unpredictable times?

Unpredictable events have an enormous impact on your sales forecast. Extreme weather, economic crises, global pandemics like COVID-19 – all dramatically change your forecast. What you thought you knew about expected revenue growth can be suddenly flipped on its head.

How do I design a sales forecasting plan?

Sales forecasting is a muscle, not an item to check off your to-do list. While you should absolutely design a framework for your sales forecasting plan each year, you should also change up your strategies from time to time so new muscles develop.

What is a sales forecast?

A sales forecast is an expression of expected sales revenue. A sales forecast estimates how much your company plans to sell within a certain time period (like quarter or year). The best sales forecasts do this with a high degree of accuracy.

Why is sales forecasting important?

To understand why sales forecasting is so important to business health, think about two example scenarios: one with a car manufacturer and another with an ecommerce shop.

Who is responsible for sales forecasts?

Each organization has its own sales forecast owners. These are some of the teams who are usually responsible:

What tools do you use to forecast sales revenue? And how do CRM systems forecast revenue?

We’re glad you asked. Customer relationship management (CRM) is the best way to forecast sales revenue. A CRM solution helps you find new customers, win their business, and keep them happy. Salesforce is the #1 CRM, giving sales leaders a real-time view into their entire team’s forecast.

How is forecasting better with CRM vs. other methods?

Sales forecasting is significantly more accurate when using a CRM instead of a spreadsheet. When a company is just starting out, sales teams usually rely on spreadsheets or back-of-the-napkin ways to calculate their sales forecasts. This may work for a while, but eventually, you’ll find this doesn’t scale.

Why is Agile so difficult to predict?

In the age of Agile, one of the major problems for large-scale project planning is that not all of the requirements (normally contained in user stories) are known ahead of time. Agile teams create user stories through the grooming process, just in time for the next sprint. Without some idea of the total scope for a project, it is next to impossible to predict a delivery date.

What is subjective edits and updates?

Subjective edits and updates. After establishing that raw baseline, project managers can work with teams to refine the timeline as they see fit. They'll know things that Structure.Deliver cannot anticipate — whether a team has hired new developers and will likely move faster on this project, for example. By combining relevant subjective knowledge with the objective metrics, Structure.Deliver is able to create a project timeline that combines the best of both.

What does selecting a team in the metrics table do?

Selecting a team in the metrics table changes the graph to show the PCFD for that team only. Here we have selected the Android team, and the graph now shows only that team’s performance for the initiative managed by our structure:

What does deliver mean in a project?

If a team is not achieving the planned throughput, Structure.Deliver will indicate the difference between plan and actual achieved throughput (1, below). If a team has indicated it will be generating additional epics, Deliver will track the number of expected epics for each team (2, below). Deliver will also indicate if a team is generating more epics than planned.

What questions do project managers ask?

As a project manager, you field questions all day. Leadership asks, “When will I see a return on our investments?” Stakeholders ask, “What can we do right now to improve outcomes later?” When you manage portfolio-level projects, hunting down the right answers — and communicating them effectively — can easily eat up your entire week.

Does Structure Deliver anticipate?

They'll know things that Structure.Deliver cannot anticipate — whether a team has hired new developers and will likely move faster on this project, for example. By combining relevant subjective knowledge with the objective metrics, Structure.Deliver is able to create a project timeline that combines the best of both.

Does Deliver track the epics?

None of these epics have any defined stories, and no team has done any work for the initiative yet. Also, the teams know that additional epics will be added later but are not sure exactly what they will be. In this case, Structure.Deliver allows for future epics to be indicated by each team as part of the planning process. Deliver will track the expected number of epics as the delivery progresses (read more about this in the next section).

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