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