An organization would like to show its account managers specific data points for Sales Agreements terms based on business needs.
What is the first step in providing these insights to the account reps?
Custom metrics are a feature of Manufacturing Cloud that allows organizations to define and track additional data points for sales agreements terms based on their business needs. Custom metrics can be used to capture information such as cost, profit, margin, inventory, etc. for each product and time period in a sales agreement. To enable custom metrics, the admin must first create custom fields on the Agreement Term object and then add them to the Agreement Term page layout. The account reps can then enter or edit the values for the custom metrics on the sales agreement record. The custom metrics can also be displayed on the sales agreement list view and the account forecast page.Reference:Create Custom Fields to Capture Cost and Profit Metrics,Get Started with Sales Agreements
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