Define Quotas for your Sales Reps
Quotas can be defined quarterly or monthly.
Get a global view of your Sales Reps Achievements and Forecast
Other views show you Detailed Won or Forecasted results, per period or cumulated.
Sales Reps Dashlet give them a quick overview of Sales vs. Quota
Get a global view per Team.
Teams Quotas can also be defined globally based on Security Groups.
You have a choice to define a Team Quota synchronized with Quotas of the team members, or manually define Quotas for each team.
Other add-ons of interest
Analytic Reporting Tool Basic
Dynamic Reports and Interactive Charts.
Powerful tool for SuiteCRM report creation and data analytics. Includes a variety of chart types, detailed, summary and pivot tables. This Reporting Tool is for anyone, no need for technical knowledge or SQL. Comes with over a hundred prebuilt reports.
Profile scores allow customer-facing teams to prioritize and pay attention to significant (potential) customers.