This Qlik Sense® demo could be used by a sales rep on the field, using a connected tablet to forecast Sales by product. Data entry by Quantity and Unit Price.
Actual months are automatically locked.
The status makes Sales reps easily collaborate with the Team leader at the head office. E.g. requesting an approval before setting a promotional unit price. The Notes field allows large text entry.
If the tablet cannot be connected, the job can be achieved in an Excel sheet. When back online, the Smart Paste tool in the toolbar will easily import the Excel inputs in K4 in the Qlik® document to be then saved in the database.