Onboarding Settings

Onboarding Settings

Accessing the Onboarding Settings tab allows you to update various account settings, such as: mapping Forecast Categories, setting up different Stage Configurations, and many more!

1. Update Timezone
2. Defining Fiscal Year
3. Support Multiple Currencies
4. Map Forecast Categories
5. Stage Configuration
6. Define Business Type
7. Provision Users from CRM

Accessing Onboarding Settings

1. In order to access the Onboarding Settings page, you will need Sales Operation access
2. Once you’re logged into an account with Admin access, you will navigate to the Settings -> Onboarding Settings

Updating Timezone

Changing the timezone for your account is very simple. While you’re inside the Onboarding Settings page, you will see the “Define Timezone” option at the top of the page. From there, you can hit the “edit” button. This will activate a drop down menu for you to choose the correct timezone for your company.

**Please note that Terret will use GMT as the default timezone**

Setting Fiscal Year

You are able to update your account’s Fiscal Year Start Date by hitting the “edit” button within the “Define Fiscal Year” section. From there, you can set the date to anything you would like.

If you were to set the Fiscal Year Start Date to a day other than the 1st of the month, monthly views will include up to the previous day in the next month. For example, if the date was set to March 15th, then the monthly view will be March 15th to April 14th

**Please note that Terret will default the Fiscal Year Start Date to January 1st**

Multi Currency Support

Terret allows you to follow all of your currency rules that have already been set up within your CRM. By enabling the Multi-Currency Support, we will automatically pull in your company’s default currency as set up within your CRM.  When pulling fields into Terret, set the field type to a "money" field for that amount to be converted via multicurrency.  If you'd like an amount field to not be converted by Terret using multicurrency, you can set the field type to "Corporate Currency".

The setting for "Show all amounts in user currency", when enabled, will default to show all amounts for each user based on the currency in the DefaultCurrencyIsoCode on their user record in Salesforce.

We will also help you automatically convert the processed currency into the default currency and showcase both of the amounts within the various pages.

*For advanced dated multicurrency support, please reach out to your Terret contact*

Mapping CRM Forecast Categories to BoostUp Forecast Categories

Inside the Onboarding Settings page, you will see a section called “Map Forecast Categories to Terret Forecast Categories”.

In this section you can adjust the sequence, status, and wether or not the category is hidden in Terret. Status indicates whether the category is considered "open pipeline" or "closed pipeline".  The hidden toggle can be used to hide irrelevant forecast category values from Terret.  Please keep in mind that hiding a category will mean that any deals in that category will not be visible in Terret. 

AFTER SETTING THESE VALUES PLEASE REACH OUT TO YOUR CSM PRIOR TO MAKING ANY CHANGES IN THE FUTURE; AS THIS CAN CAUSE ADVERSE EFFECTS IN THE PLATFORM IF NOT ADJUSTED CORRECTLY.

Stage Configuration

Under Stage Configuration, you have the ability to choose which opportunity stages should be counted towards the various stages of the sales process.

AFTER SETTING THIS SECTION INITIALLY, PLEASE REACH OUT TO YOUR CSM PRIOR TO MAKING ANY FUTURE CHANGES; AS THIS CAN CAUSE ADVERSE EFFECTS IN THE PLATFORM IF NOT ADJUSTED CORRECTLY.

First, you will want to choose which stages should be considered as “Active’. To do this, you will need to hit the “edit” button, and use the “Active” toggle.  When selecting default filters such as 'show deals in active stages', these selections will dictate the stages for which deals show up.

Once you have set the correct stages as active, you’ll want to update the Sequence for these stages.

Similar to Forecast Category sequencing, the earlier in the sales cycle stage is in, the lower the in the sequence it’ll be. 

Lastly, we will be using the Won/Lost/Hidden columns to automatically funnel deals as Closed Won/Lost or keep them hidden.

Inactive Won/Lost stages will most commonly show up in the Forecast -> Trends and Forecast -> RollUps tabs.

You will also be able to filter for stages which are considered Closed Won/Loss within many different pages such as the Opportunities or Pipeline -> Risk Analytics pages.