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Running Excel Workbook

to compare eSFDC to Plan/Forecast

Weekly Steps continued:

6. Click the icon at the top for “Refresh eSFDC data” this can take a minute or two

7. If you make changes eSFDC records you

can click the “Refresh eSFDC data” button

to bring in the newest data

8. If you’d like to save the run from a given week, please perform a Save As and

save it to your computer

a) IMPORTANT: Do not reopen the file from a prior week to see the week’s newest compare. We

will push updates to the excel app, and therefore each week you MUST open the newest version,

select the markets, and click the Refresh eSFDC data button