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Mobile Forecast MODIFICATION DATE Wed Feb 05 2014 CREATOR Sun, Ke FILE NAME Mobile Forecast131205 DESCRIPTION Mobile forecast for Sales Reps, Managers VERSION HISTORY Version 1


Mobile Forecast Interaction Flow

Sales Forecast Sales Forecast

New Forecast

Sales Forecast

Sales Forecast

Mike's Forecast

Mike's Forecast

Mike's Forecast

Oct. - Dec. 2013 (Version 4)

Oct. - Dec. 2013 (Version 4)

Oct. - Dec. 2013 (Version 4)

by Mike Summers

Sales Forecast

Description

Target

354.53

USD

12%

Enter Date ...

0 Million $

 Cancel

Save

0.5

1

My Forecast

80

Forecast 354 Actual 293 Target 420 Pipeline 569

40

Oct. - Dec. 2013

Previous Forecasts Before Oct. 2013

Expected Revenue Probability

Owner

actual to date: 74m

60

V1

V2

V3

New

0 Million $

Status

Sales Phase

Close Date

Progress

Description

Started

Ended

Forecast (million USD)

Target (million USD)

Pipeline (million USD)

Actual Submitted (million USD)

Identify Opportunity

12.03.13

On Track

Forecast 1

2013.6

2013.9

350

300

450

290

06.03.13

version 3

Opportunity 1

MD Corporation

32k USD

79%

Mike Smith

Open

Identify Opportunity

12.03.13

On Track

Forecast 1

2013.6

2013.9

350

300

450

290

06.03.13

version 3

Opportunity 1

MD Corporation

32k USD

79%

Mike Smith

Open

Identify Opportunity

12.03.13

On Track

Forecast 1

2013.6

2013.9

350

300

450

290

06.03.13

version 3

Open

Identify Opportunity

12.03.13

On Track

Opportunity 1

MD Corporation

32k USD

79%

Mike Smith

Open

Identify Opportunity

12.03.13

On Track

Opportunity 1

MD Corporation

32k USD

79%

Mike Smith

Open

Identify Opportunity

12.03.13

On Track

Opportunity 1

MD Corporation

32k USD

79%

Mike Smith

Open

Identify Opportunity

12.03.13

On Track

Mike Smith

million USD

140

Forecast 354 Actual 293 Target 420 Pipeline 569

120

November

Forecast 354 Actual 293 Target 420 Pipeline 569

80

December

100 actual to date: 74m

60 40 20 0

V1

1.5

12%

Q3-Q4

V2

V3

V4

0 Million $

0.5

1

1.5

V1

V2

V3

V4

Latest Version

Open

79%

1

12%

 Submit

Edit

Mike Smith

Mike Smith

0.5

USDMillion

Million

160

October

40

0

V4

239.53 35m

$

Version 1 - Version 4 Forecast: 354M Actual: 293M Target: 420M Pipeline: 569M

actual to date: 74m

60

USD

Won

Forecast Variance

100

80 Cancel

569.53 35m

$

Q3-Q4

20

79%

32k USD

Forecast 354 Actual 293 Target 420 Pipeline 569

December

32k USD

MD Corporation

November

120

20

MD Corporation

79%

354,530,000

Total

Won

Target

Million

Monthly Performance

160

October

420.00 35m

Oct. - Dec. 2013

million USD

Forecast 354 Actual 293 Target 420 Pipeline 569

Pipeline

Q3-Q4

Create a New 140Version

Opportunity 1

Opportunity 1

Forecast: 354M Actual: 293M Target: 420M Pipeline: 569M

Pipeline

USD

12%

Q3-Q4

Version 1 - Version 4

Total

$

Million USD

USDMillion

Million 12%

354.53

239.53 35m

$

Target

Sales Forecast

Oct. - Dec. 2013 (Version 4)

32k USD

USD Q3-Q4

100

1.5

569.53 35m

$

Sales Forecast (Version 5)

Won

This version of the forecast has been already submitted, do you want to Forecast Variance

140

Forecast 354 Actual 293 Target 420 Pipeline 569

Won

Target

Million

Q3-Q4

Monthly Performance

Opportunities

Forecastable Opportunities

MD Corporation

USD

12%

160

120

Pipeline

420.00 35m

$

Million USD

million USD

Forecast 354 Actual 293 Target 420 Pipeline 569

Sales Forecast

Opportunity 1

354.53

Pipeline

0

Account

compare to last year

12%

compare to last year

Target

4.2

December

Source

Name

Million USD USD

Version 1 - Version 4

November

Level

USD Million USD

Oct. - Dec. 2013

October

Sales Forecast (Version 4)

239.53 35m

Forecast Variance Forecast: 354M Actual: 293M Target: 420M Pipeline: 569M

Won

569.53 35m

Monthly Performance

Enter Date ... To

12%

Won

Target

Million USD

compare to last year

Total

From

Pipeline

420.00 35m

Million USD compare to last year

Pipeline

Open

Identify Opportunity

12.03.13

Forecast 1

2013.6

2013.9

350

300

450

290

06.03.13

version 3

Forecast 1

2013.6

2013.9

350

300

450

290

06.03.13

version 3

Forecast 1

2013.6

2013.9

350

300

450

290

06.03.13

version 3

Forecast 1

2013.6

2013.9

350

300

450

290

06.03.13

version 3

Forecast 1

2013.6

2013.9

350

300

450

290

06.03.13

version 3

Forecast 1

2013.6

2013.9

350

300

450

290

06.03.13

version 3

Forecast 1

2013.6

2013.9

350

300

450

290

06.03.13

version 3

On Track

Total: 23 Opportunities worth 569.53m USD, 18 on track, 5 stalled, average probability 75%

My Forcast My Team's Forecasts Previous Forecasts

My Forecast

Opportunities

Previous Forecasts

Opportunities

Sales Forecast

Sales Forecast

My Team's Forecasts

My Team's Forecasts Forecast Owner

Sales Forecast

Mike's Forecast

Oct. - Dec. 2013 (Version 4)

Pipeline

Target

Forecast

Forecast vs Actual

(Million USD)

(Million USD)

(Million USD)

(Million USD)

Forecast Owner

Oct. - Dec. 2013 (Version 4)

Pipeline

Target

Forecast

Forecast vs Actual

(Million USD)

(Million USD)

(Million USD)

(Million USD)

Person in Charge

Overview

My Team's Forecasts

Pipeline

Target

Forecast

(Million USD)

(Million USD)

(Million USD)

1.1 Version 4

Version 4

23.93

20.00

27.00

23.93

Contact 14.83

20.00

Version 4

27.00

14.83

Jonny Doe

Jonny Doe

23.93

Pipeline

Contact

Target

20.00

Forecast

27.00 Varince

Jonny Doe 14.83 Version 4

Version 4

23.93

20.00

17.00

23.93 14.83

20.00

17.00

Version 4

14.83

Jane Smith

23.93

20.00

17.00

23.93

15.00

17.00

23.93

20.00

21.00

23.93

20.00

23.00

Jane Smith

Jane Smith Version 4

Version 4

23.93

15.00

17.00

23.93

15.00

17.00

Version 4

14.83

Jonny Doe

14.83

Jonny Doe

Jonny Doe Version 4

Version 4

23.93

20.00

21.00

23.93

20.00

21.00

Version 4

14.83

Jonny Doe

14.83

Jonny Doe

Jonny Doe Version 4

23.93

Version 4

23.93 Jonny Doe My Team's Forecasts

Opportunities

Creator

Sun, Ke

Modified

Wed Feb 05 2014

20.00

23.00

Jonny Forecasts Doe My Team's

14.83

Opportunities

20.00

23.00

Version 4

14.83

Contact

Jonny Doe

Contact

2 / 14


Mobile Forecast New Forecast

Sales Forecast

1.1

New Forecast by Mike Summers

1.

Top Area

1.1

New Forecast with owner name

2.

Input Fields

2.1

Select time range, pre filled with default time (for current quarter or next quarter? ) area move up while keyboard come in

2.2 Description

From

2.2

2.1

October, 2013 To December, 2013

Level

Source



Creator

Sun, Ke

Modified

Wed Feb 05 2014

Save

 Cancel

3 / 14


Mobile Forecast New Forecast 2

1.

Date Picker

1.1

date picker, push up the main content if there is not enough room for the pop up (alternative solution: using two drop downs to show year and month separately)

2.1

icons will provided by visual design

Sales Forecast

New Forecast by Mike Summers

From 1.1

October, 2013 To December, 2013

Level

Source

October, 2013 October

2013

September

2012

October

2013

November

2014

December

2015

Ok

Cancel

2.1



Creator

Sun, Ke

Modified

Wed Feb 05 2014

Save

 Cancel

4 / 14


Mobile Forecast FORECAST DASHBOARD

Sales Forecast

1.1

Mike's Forecast

1.

Top Area

1.1

Forecast Name with forecast period

2.

Filppable Card KPI View

2.1 2.2 2.3

2.5

KPI description Money sign Only show 5 digits of value, 3before decimal point and 2 after, using Million, Thousand etc. Show the trend of this forecast since version 1, if there is value, if not just hide this chart, and the little arrow shows the trend from last version, can hide if not applicable show trends compare to the previous time period

3.

Monthly Performance Chart

3.1 3.2 3.3

Chart Name and Period Available actions - need to be defined by PM, can be share with contacts Bullet chart

4.

Forecast Variance

4.1 4.2

Show chart title and versions included Compare with Actual to Date (this line will refresh every time the page reload)

5.

Opportunities

5.1 5.2 5.3

Show opportunities that are included in the forecast visual indicates the progress of the opportunity Summary information at the bottom

2.4

Oct. - Dec. 2013 (Version 4) 2.1

Sales Forecast 2.2

2.4

Target

3.53

Pipeline

355.20 m

2.3

2.4

Pipeline

USD

Million USD

Won

Target

Won

10.43 35m

1.50 35m

USD Million USD

Million USD

Million USD USD

2.5

compare to last year

12%

compare to last year

12% 3.2

3.1

Monthly Performance

compare to last year

12%

compare to last year

12%

4.1

Forecast Variance

Oct. - Dec. 2013

Version 1 - Version 4 3.3

Total

Forecast: 3.53M Won: 5.20M Target: 10.43M Pipeline: 1.50M Forecast 354 Won 293 Target 420 Pipeline 569

January

million USD

160 140

440.00

4.0

Million USD

Version 3 - submitted July 3, 2013

3.5 4.2

Feburary

March

Forecast 354 Won 293 Target 420 Pipeline 569

3.0

Forecast 354 Won 293 Target 420 Pipeline 569

2.0

wonl to date: 74m

2.5

1.5 1.0

0 Million $

My Current Forecast

Creator

Sun, Ke

Modified

Wed Feb 05 2014

0.5

1

Opportunities

1.5

V1

V2

V3

New

V4

Edit

Submit

5 / 14


Mobile Forecast

FORECAST DASHBOARD 4

Sales Forecast

Mike's Forecast Oct. - Dec. 2013 (Version 4) Sales Forecast

Target

354.53

Pipeline

420.00 35m USD

Million USD compare to last year

Pipeline

12%

12%

Won

569.53 35m

239.53 35m

USD Million USD

Million USD USD

Million USD

compare to last year

Won

Target

12%

compare to last year

compare to last year

12%

You already submitted this version of the forecast Monthly Performance

Forecast Variance

Oct. - Dec. 2013

Version 1 - Version 4 Forecast: 354M Actual: 293M Target: 420M Pipeline: 569M

Total

million USD

160

Create a New 140Version Forecast 354 Actual 293 Target 420 Pipeline 569

October

120 100

80 Cancel

November

Forecast 354 Actual 293 Target 420 Pipeline 569

December

Forecast 354 Actual 293 Target 420 Pipeline 569

wonl to date: 74m

60 40 20 0

0 Million $

0.5

My Current Forecast

Creator

Sun, Ke

Modified

Wed Feb 05 2014

1

Opportunities

1.5

V1

V2

V3

New

V4

Edit

 Submit

6 / 14


Mobile Forecast EDIT 2

Sales Forecast

1.

Flip tile to edit

1.1 1.2

version automatically updated Numbers been updated while user type in the number

2.

Numeric Keyboard

2.1

pre pop the existing value

Mike's Forecast Oct. - Dec. 2013 (Version 4) 1.1

Sales Forecast (Version 5)

Target

Pipeline

Pipeline

Won

Target

Won

1.2

354.53

$

420.00 35m USD

Million USD

569.53 35m

$

USD

Million

USDMillion

Million 12%

Q3-Q4

Q3-Q4

239.53 35m

$

12%

Q3-Q4

2.1

Monthly Performance

Forecast Variance

354,530,000

Oct. - Dec. 2013 Total

Version 1 - Version 4 Forecast: 354M Actual: 293M Target: 420M Pipeline: 569M

October

November

December

million USD

160 140

Forecast 354 Actual 293 Target 420 Pipeline 569

120

Forecast 354 Actual 293 Target 420 Pipeline 569

80

100 actual to date: 74m

60 40 20 0

0 Million $

Creator

Sun, Ke

Modified

Wed Feb 05 2014

0.5

1

1.5

V1

V2

V3

V4

7 / 14


Mobile Forecast

FORECAST DASHBOARD 2

Sales Forecast

Opportunities Available for Forecast Oct. - Dec. 2013 (Version 4)

Name

Account

Expected Revenue Probability

Owner

Status

Sales Phase

Close Date

Progress

Opportunity 1

MD Corporation

32k USD

79%

Mike Smith

Open

Identify Opportunity

12.03.13

On Track

Opportunity 1

MD Corporation

32k USD

79%

Mike Smith

Open

Identify Opportunity

12.03.13

On Track

Opportunity 1

MD Corporation

32k USD

79%

Mike Smith

Open

Identify Opportunity

12.03.13

On Track

Opportunity 1

MD Corporation

32k USD

79%

Mike Smith

Open

Identify Opportunity

12.03.13

On Track

Opportunity 1

MD Corporation

32k USD

79%

Mike Smith

Open

Identify Opportunity

12.03.13

On Track

Opportunity 1

MD Corporation

32k USD

79%

Mike Smith

Open

Identify Opportunity

12.03.13

On Track

Opportunity 1

MD Corporation

32k USD

79%

Mike Smith

Open

Identify Opportunity

12.03.13

On Track

Opportunity 1

MD Corporation

32k USD

79%

Mike Smith

Open

Identify Opportunity

12.03.13

On Track

Total: 23 Opportunities worth 569.53m USD, 18 on track, 5 stalled, average probability 75%

My Current Forcast

My Team's Current Forecasts

My Forecasts

My Current Forecast

Creator

Sun, Ke

Modified

Wed Feb 05 2014

Opportunities

8 / 14


Mobile Forecast

FORECAST DASHBOARD 3

Sales Forecast

My Forecasts Before Oct. 2013

Ended

Forecast (million USD)

2013.6

2013.9

350

290

version 3

Forecast 1

2013.6

2013.9

350

290

version 3

Forecast 1

2013.6

2013.9

350

290

version 3

Forecast 1

2013.6

2013.9

350

290

version 3

Forecast 1

2013.6

2013.9

350

290

version 3

Forecast 1

2013.6

2013.9

350

290

version 3

Forecast 1

2013.6

2013.9

350

290

version 3

Forecast 1

2013.6

2013.9

350

290

version 3

Forecast 1

2013.6

2013.9

350

290

version 3

Forecast 1

2013.6

2013.9

350

290

version 3

Description

Started

Forecast 1 (current)

My Forecasts

Creator

Sun, Ke

Modified

Wed Feb 05 2014

Won (million USD)

Latest Version

Opportunities

9 / 14


Mobile Forecast Team Forecast

Sales Forecast

My Team's Forecasts Forecast Owner

Pipeline

Target

Forecast

Forecast vs Won

(Million USD)

(Million USD)

(Million USD)

(Million USD)

Version 4

23.93

20.00

27.00

14.83

Jonny Doe

Version 4

23.93

20.00

17.00

14.83

Jane Smith

Version 4

23.93

15.00

17.00

14.83

Jonny Doe

Version 4

23.93

20.00

21.00

14.83

Jonny Doe

Version 4

23.93 Jonny Doe My Team's Current Forecasts

Creator

Sun, Ke

Modified

Wed Feb 05 2014

Opportunities

20.00

23.00

14.83



Contact

10 / 14


Mobile Forecast Contact Team Members

1.

Chunk View of of Employee Forecast

1.1 1.2

swipe right to see the contact option tap on the chunk to see details (that employee's current forecast dashboard)

Sales Forecast

My Team's Forecasts Oct. - Dec. 2013 (Version 4) Forecast Owner

Pipeline

Target

Forecast

Forecast vs Won

(Million USD)

(Million USD)

(Million USD)

(Million USD)

1.1 Version 4

23.93

Contact

20.00

27.00

14.83

Jonny Doe

Version 4

23.93

20.00

17.00

14.83

Jane Smith

Version 4

23.93

15.00

17.00

14.83

Jonny Doe

Version 4

23.93

20.00

21.00

14.83

Jonny Doe

Version 4

23.93 JonnyForecasts Doe My Team's

Creator

Sun, Ke

Modified

Wed Feb 05 2014

Opportunities

20.00

23.00

14.83



Contact

11 / 14


Mobile Forecast

Contact Team Members 2 1.

Email the Employee

1.1 1.2 1.3

The chunk view of that employee will be attached Receiver will be autofilled Message title by default "About your forecast"

Sales Forecast

Mike's Forecast Oct. - Dec. 2013 (Version 4)

1.2

Overview

My Team's Forecasts

Pipeline

Person in Charge

(Million USD)

1.3

Target

Forecast

(Million USD)

(Million USD)

Version 4

1.1

Contact

23.93

Pipeline

Target

20.00

Forecast

27.00 Varince

Jonny Doe 14.83 Version 4

23.93

20.00

17.00

Jane Smith

Version 4

23.93

15.00

17.00

Jonny Doe

Version 4

23.93

20.00

21.00

Jonny Doe

Version 4

23.93

20.00

23.00

Jonny Doe

Creator

Sun, Ke

Modified

Wed Feb 05 2014

12 / 14


Mobile Forecast

iPhone Wireframe - out of scope

Team Forecasts(m USD)

Mike's Forecast Sales Forecast

354.53

$

Employee Pipeline

Target $

420.00

Million

12%

Q3-Q4

Forcast

Variance

Employee Pipeline

Target

Version 4

23

Million

12%

Q3-Q4

Target

Team Forecasts(m USD)

20

Forcast Version 4

27

23

Jonny Doe

20

27

Jonny Doe Version 4

Pipeline

Won

569.53

$

$

Million

27

23

20

27

23

Version 4 Forecast: 354M Won: 293M Target: 420M Pipeline: 569M

Total

23

20

27

Jonny Doe

Forecast 354 Won 293 Target 420 Pipeline 569

Jonny Doe

November

Forecast 354 Won 293 Target 420 Pipeline 569

December

Forecast 354 Won 293 Target 420 Pipeline 569

0.5

1

23

Sun, Ke

Modified

Wed Feb 05 2014

23+1 (650)382-9482 20 27 Version 4

23 Voice 20 Call 27

27

Jonny Doe

Jonny Doe

FaceTime Audio 23 20 27

Version 4

23

20

Version 4

27

Jonny Doe

Jonny Doe Version 4

1.5

Total

Creator

20

20 27 Email Version 4

Version 4 October

27

Version 4

Jonny Doe

Monthly Performance Oct. - Dec. 2013

20

Jonny Doe

Jonny Doe

0 Million $

23

Contact

Version 4

12%

Q3-Q4

20

Version 4

Jonny Doe

Million

12%

Q3-Q4

23

Contact

239.53

Variance

342

240 224

Version 4

Total

342

Cancel 240 224

13 / 14


Mobile Forecast

iPhone Wireframe - out of scope 2

Team Forecasts(m USD)

Mike's Forecast

Employee Pipeline

Target

Forcast

Variance

Team Forecasts(m USD) Employee Pipeline

Target

Forcast

Variance

Sales Forecast Oct. - Dec. 2013 (Version4)

Version 4

354.53

$

Million

23

20

Version 4

27

23

Jonny Doe Version 4

23

Contact

20

27

Version 4

23

Contact

Jonny Doe

23

12%

20

27

23

Version 4 Forecast: 354M Actual: 293M Target: 420M Pipeline: 569M

23

20

27

Jonny Doe

Forecast 354 Won 293 Target 420 Pipeline 569

Jonny Doe

November

Forecast 354 Won 293 Target 420 Pipeline 569

December

0 Million $

Forecast 354 Won 293 Target 420 Pipeline 569

0.5

1

23

Sun, Ke

Modified

Wed Feb 05 2014

23+1 (650)382-9482 20 27 Version 4

23 Voice 20 Call 27

27

Jonny Doe

Jonny Doe

FaceTime Audio 23 20 27

Version 4

23

20

Version 4

27

Jonny Doe

Jonny Doe Version 4

1.5

Total

Creator

20

20 27 Email Version 4

Version 4 October

27

Version 4

Jonny Doe

Monthly Performance Oct. - Dec. 2013

20

Jonny Doe

Jonny Doe

Total

27

Jonny Doe

Version 4

Compare to same time last year

20

342

240 224

Version 4

Total

342

Cancel 240 224

14 / 14


Mobile forecast