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 BoostUp 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 BoostUp will default the Fiscal Year Start Date to January 1st**

Multi Currency Support

BoostUp 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. 

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

**Under the amount column, the corporate default currency will show up within the brackets, while the CRM stated currency will show up on the left**

Mapping CRM Forecast Categories to BoostUp Forecast Categories

BoostUp allows you to funnel in all of your different Forecast Categories from your CRM and track it within the BoostUp platform. Inside the Onboarding Settings page, you will see a section called “Map Forecast Categories to BoostUp Forecast Categories”.

By default, Salesforce will provide 5 different Forecast Categories as shown above. You have the ability to map the CRM Forecast Categories to the various BoostUp Forecast Categories. To do this, you will need to select the “Edit” button, and there will be a drop down that shows up under the “BoostUp Forecast Category” column.

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

We recommend marking your CRM Forecast Categories which are Closed Won/Lost as the BoostUp Forecast Category of “None” this is because we will be updating those under the Stage Configuration portion of the Onboarding Settings.

Once you’ve mapped all of your CRM categories to the correct BoostUp categories, you’ll also want to make sure the sequencing of each category is correct.

Marking a category as 1 means that it is in the earliest Forecasting funnel, and is typically for deals that shouldn’t count towards your pipeline. Marking a category of 5 typically means that the deal has been closed and also shouldn’t be included in the pipeline.

If you don’t want omitted or closed opportunities showing up within your pipeline, you will need to deactivate them by using the “Active” toggle.

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.

PLEASE REACH OUT TO YOUR CSM PRIOR TO MAKING ANY 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.

**TIP** Since your CRM is pulling in every single opportunity stage, it will also include stages that are used by your pre-sales team (such as Inside Sales or BDRs). While they are real stages, you might not want to include deals in your predictions and forecasting that haven’t been qualified yet.

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.