00:00hi in this video we are going to go over how you can add projections to a deal or an opportunity
00:10now projections are basically high level information related to inventory or campaigns
00:17that you know are going to sell or have an idea about the sort of budget your client
00:25might have rather than a specific breakdown of it so in order to demonstrate how this works
00:34i am currently on a newly created opportunity in salesforce going on the details tab you can see
00:43i have some very basic information that i have populated in order to just create the account
00:51let's say i know enough about this deal in order for me to progress this deal to the next stage which
00:58is proposed if i try to change this stage you'll see a pop-up appears on the top saying that i need
01:06to have at least one projection before updating the stage to this proposed stage
01:12so how do we do that you'll notice on the opportunity record page which is when you
01:19click into a particular opportunity that there are sub tabs on this page
01:27if i click on the projection sub tab i'll be brought to a screen that looks like this
01:32from here in order to add a projection i simply click add new role
01:41now just for you to know the projection the inventory types rather uh associated or which serve
01:50as projections in this case are related to each market that you have selected on your opportunity
01:58detail page that is if you select a particular market you will have only the projections from
02:05that market so the list is always filtered based on the opportunity or the deal that you've created
02:12related to a particular market so when i'm on the projection screen the first thing i have to do
02:18is select a date range you can choose to click on a particular date range or clear it or simply just
02:27click on a particular fiscal quarter time period that we have defined and it will automatically select
02:34that date range for you you can click apply or simply click out of it for it to be selected
02:41the next thing you have to select is the brand again this is based and filtered off of the markets
02:48associated with these brands so if you're in a in boston for example you will only see the brands
02:55which are available for it the next thing i have to select is the subcategory which is the inventory
03:02category and for this i'll select digital email then i have to enter my amount let's say i have an idea
03:12of maybe five thousand dollars that my client is likely to spend for this and finally when i click on
03:20the product i will only see the products associated with this particular category so the list is always
03:27filtered and you never have to choose from a massive list of inventory let's let me pull put this as an
03:36example and when you're done just click save
03:40so you'll notice as soon as you add a projection your net amount field on your opportunity is going
03:52to be updated in addition to this if we click on the next tab which is the projected revenue
04:00you can now see a breakdown of the revenue over the months that you have selected
04:06so since i picked fiscal quarter three i can see that i have a particular revenue broken down by each
04:16of those months within that quarter and i can see the amounts allocated to each month based off of it as
04:22well now if we go back to the projections tab and let's say i want to update or edit a projection
04:31i simply click on the drop down on the right hand side i can clone it or mark this projection for deletion
04:40alternatively i can also edit it meaning i can simply change the amount over here
04:51click save and that will save and update my projection revenue as well based off of what i have just
04:59entered i can clone it and enters a different product for this inventory category that we have selected above
05:12if i want to add another one and if i choose to remove one i can simply mark it for deletion as well
05:19and when i'm done with making any updates and all updates i can click save
05:24and again it will update my projection revenue in the next tab appropriately so this is how you
05:33add and update projections hope this was helpful thank you
05:47you
