Method and system for load balancing a sales forecast by selecting a synchronous or asynchronous process based on a type of event affecting the sales forecast
원문보기
IPC분류정보
국가/구분
United States(US) Patent
등록
국제특허분류(IPC7판)
G06Q-010/00
G06Q-030/00
출원번호
US-0353265
(2012-01-18)
등록번호
US-8326675
(2012-12-04)
발명자
/ 주소
Doshi, Kedar
Fischer, Mark
Chou, Evan
출원인 / 주소
salesforce.com, inc.
대리인 / 주소
Zilka-Kotab, PC
인용정보
피인용 횟수 :
3인용 특허 :
13
초록▼
In accordance with embodiments, there are provided mechanisms and methods for selecting a synchronous or asynchronous process to determine a forecast. These mechanisms and methods for such synchronous/asynchronous process selection can enable embodiments to determine forecasts for multiple users (e.
In accordance with embodiments, there are provided mechanisms and methods for selecting a synchronous or asynchronous process to determine a forecast. These mechanisms and methods for such synchronous/asynchronous process selection can enable embodiments to determine forecasts for multiple users (e.g. with hierarchical relationships, etc.) over an arbitrary time interval. The ability of embodiments to provide forecasts that involve such a large amount of data in an effective way can enable forecasting that was otherwise infeasible due to resource limitations.
대표청구항▼
1. A method, comprising: identifying at least one user associated with at least one deal for which a sales forecast is determined;identifying data of the at least one user utilized to determine the sales forecast;identifying a type of at least one event associated with a modification to the identifi
1. A method, comprising: identifying at least one user associated with at least one deal for which a sales forecast is determined;identifying data of the at least one user utilized to determine the sales forecast;identifying a type of at least one event associated with a modification to the identified data and affecting the sales forecast;managing load on a forecast system utilized to determine the sales forecast, by automatically selecting between a synchronous process and an asynchronous process for determining the sales forecast, by a processor, based on the identified type of the at least one event, including: automatically selecting the synchronous process in response to a determination that the type of the at least one event is a data event that affects data which is a subject of the determination of the sales forecast, the data event including a modification to the data, such that the sales forecast is adjusted based on current data resulting from the modification to the data; andautomatically selecting the asynchronous process in response to a determination that the type of the at least one event is a set-up function event;determining the sales forecast from the identified data of the at least one user, utilizing the selected one of the synchronous process and the asynchronous process;wherein the synchronous process is performed in less time than the asynchronous process, and wherein the synchronous process is performed in real-time or near-real time and the asynchronous process includes batch processing that is performed in a greater amount of time with respect to the synchronous process, such that the synchronous process is selected to determine the sales forecast faster than would the asynchronous process. 2. The method of claim 1, and further comprising identifying a hierarchy associated with the user. 3. The method of claim 2, wherein the sales forecast is determined, based on the hierarchy. 4. The method of claim 2, wherein the hierarchy is user-defined. 5. The method of claim 1, and further comprising identifying at least one additional user associated with the user. 6. The method of claim 5, wherein the sales forecast is determined, based on the at least one additional user. 7. The method of claim 6, wherein a plurality of additional users are included in a list associated with the user. 8. The method of claim 7, wherein the list is user-defined. 9. The method of claim 6, wherein the determination is made by identifying a first sales forecast associated with the user and a second sales forecast associated with the at least one additional user, and aggregating the first sales forecast and the second sales forecast. 10. The method of claim 1, and further comprising identifying an arbitrary time period. 11. The method of claim 10, wherein the sales forecast is determined, based on the arbitrary time period. 12. The method of claim 1, and further comprising identifying a level of commitment. 13. The method of claim 12, wherein the sales forecast is determined, based on the level of commitment. 14. The method of claim 12, wherein the level of commitment includes at least one of a committed level, a best case level, an omitted level, a closed level, and a pipeline level. 15. The method of claim 1, and further comprising identifying the at least one event. 16. The method of claim 15, wherein the sales forecast is determined, based on the at least one event. 17. The method of claim 16, wherein the sales forecast is determined by only recalculating one or more previous sales forecasts that are affected by the at least one event. 18. The method of claim 15, and further comprising identifying at least one additional event. 19. The method of claim 18, and further comprising determining whether the at least one event is subsumed by the at least one additional event. 20. The method of claim 19, wherein the sales forecast is determined based on only the at least one additional event, if it is determined that the at least one event is subsumed by the at least one additional event, and the sales forecast is determined based on the at least one event and the at least one additional event if it is determined that the at least one event is not subsumed by the at least one additional event. 21. The method of claim 1, wherein, in response to the selection of the synchronous process, the sales forecast is determined by identifying a forecast difference amount, and applying the forecast difference amount to a previous forecast amount, and in response to the selection of the asynchronous process, the sales forecast is determined by only recalculating one or more previous sales forecasts that are impacted by the at least one event. 22. The method of claim 1, wherein the data is stored in a multi-tenant database system. 23. A machine-readable medium carrying one or more sequences of instructions which, when executed by one or more processors, cause the one or more processors to carry out the steps of: identifying at least one user associated with at least one deal for which a sales forecast is determined;identifying data of the at least one user utilized to determine the sales forecast;identifying a type of at least one event associated with a modification to the identified data and affecting the sales forecast;managing load on a forecast system utilized to determine the sales forecast, by automatically selecting between a synchronous process and an asynchronous process for determining the sales forecast, based on the identified type of the at least one event, including: automatically selecting the synchronous process in response to a determination that the type of the at least one event is a data event that affects data which is to be a subject of the determination of the sales forecast, the data event including a modification to the data, such that the sales forecast is adjusted based on current data resulting from the modification to the data; andautomatically selecting the asynchronous process in response to a determination that the type of the at least one event is a set-up function event;determining the sales forecast from the identified data of the at least one user, utilizing the selected one of the synchronous process and the asynchronous process;wherein the synchronous process is performed in less time than the asynchronous process, and wherein the synchronous process is performed in real-time or near-real time and the asynchronous process includes batch processing that is performed in a greater amount of time with respect to the synchronous process, such that the synchronous process is selected to determine the sales forecast faster than would the asynchronous process. 24. An apparatus, comprising: a processor; andone or more stored sequences of instructions which, when executed the processor, cause the processor to carry out the steps of: identifying at least one user associated with at least one deal for which a sales forecast is determined;identifying data of the at least one user utilized to determine the sales forecast;identifying a type of at least one event associated with a modification to the identified data and affecting the sales forecast;managing load on a forecast system utilized to determine the sales forecast, by automatically selecting between a synchronous process and an asynchronous process for determining the sales forecast, based on the identified type of the at least one event, including: automatically selecting the synchronous process in response to a determination that the type of the at least one event is a data event that affects data which is to be a subject of the determination of the sales forecast, the data event including a modification to the data, such that the sales forecast is adjusted based on current data resulting from the modification to the data; andautomatically selecting the asynchronous process in response to a determination that the type of the at least one event is a set-up function event;determining the sales forecast from the identified data of the at least one user, utilizing the selected one of the synchronous process and the asynchronous process;wherein the synchronous process is performed in less time than the asynchronous process, and wherein the synchronous process is performed in real-time or near-real time and the asynchronous process includes batch processing that is performed in a greater amount of time with respect to the synchronous process, such that the synchronous process is selected to determine the sales forecast faster than would the asynchronous process.
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이 특허에 인용된 특허 (13)
Sankaran, Sarat C.; Carmody, Paul V.; Singh, Navneet; Ahluwalia, Shivraj K., Approach for managing forecast data.
Hartung Michael H. (Tucson AZ) Nolta Arthur H. (Tucson AZ) Reed David G. (Tucson AZ) Tayler Gerald E. (Tucson AZ), Load balancing in a multiunit system.
Landvater, Darryl V., Method and system for determining time-phased product sales forecasts and projected replenishment shipments for a retail stores supply chain.
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