Report II: Key Reports for Sales and Operations Planning and Execution

Part 2 of the Key Report Series: Drill down into recommended Key Reports for the functional level.

In this MasterClass webinar, we explore how Sales and Operations (Project and Service) impact each other – from forecasting sales opportunities to planning and scheduling resources. Discover which Q360 reports drive conversations across functions for planning and execution.

This webinar was recorded on February 8, 2023.

Target Audience

• Executives and functional leaders seeking insights in Sales and Operations reporting and how these can impact decision making
• Users responsible for Sales, Operations​ and Finance
• Users of Q360 v22.02+
• Recommended: Users who attended and/or reviewed past 2022-09 webinar session “Report I: Recommended Key Reports – Executives”

By the end of the session, you will be able to:

• Explain how what we do affects the functional areas adjacent to ours
• Use Q360 reports to provide insights into certainty of our forecasts:
  • What have we scheduled?
  • Is what we scheduled realistic?
  • How will forecasted sales opportunities affect our project and service capacity?
  • Will sales opportunities fill or overfill our capacity?
• Make project and service level decisions to adjust the plan

Agenda:

1. Introduction
2. Sales Reports
   • Sales Bookings
   • Sales Opp Review
3. Project Reports
   • Project WIP – Template LD Report | Q0291
   • Labor Capacity Forecast | Q0216
   • Project Labor Forecast | Q0215
   • Project Hours Summary | Q0286
   • Project Material Scheduling Summary | Q0288
4. Service Reports
   • Dispatch Q
   • Chronic Problem Product | Q0169
   • Chronic Problem Sites | Q0170
5. Q & A
6. Wrap Up