The Sales Forecast & Quota add-on for SuiteCRM allows you to track your sales forecasts and see how your sales teams are performing against the defined quota.
Highlevel Overview
Developed by the team at Urdhva Tech, Sales Forecast & Quota provides a precise view of your entire business with in-depth forecasts. Achieve your sales targets, with forecasts that show you whether you're on track to meet them, or how much of a gap you need to close.
- Forecasts show opportunities in your sales cycle that are committed to close and those that are best-case opportunities, allowing you to see the latest status of your business
- Sales quotas are the targets identified for each salesperson for a given financial year, broken down by the financial periods
Key Features
- Forecast for complex sales teams
- Forecast revenue by months or years
- Key performance indicators (KPIs)
- Forecast & Quota hierarchy by user's report to
- Forecast & Quota hierarchy by security group
- Multiple currency support
To learn more about this solution, go to Sales Forecast & Quota or search for "sales forecast."
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IP Restriction and IP Whitelisting
IP restriction in SuiteCRM is a powerful security feature that enables administrators to control access to the CRM system by allowing connections only from specific IP addresses. Use this add-on to significantly reduce risk of unauthorized access and control who can login from what office location.
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Approval Process
Often in business, you require multiple levels of approval from decision-makers for certain records and requests. It becomes tedious to filter the records and send them for approval manually. The Approval Process add-on for SuiteCRM simplifies this task by automating the entire approval process.
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