by Urdhva Tech

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. 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.

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Introduction to Forecasts and Quotas

Sales Forecast and Quota for SuiteCRM allows you to track your sales forecasts and see how your sales teams are performing against the defined quota.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 Forecasts:

Sales Forecasts display your estimated sale income for a given time period, based upon the Opportunity stage and the Opportunity Close Date.

Sales Quotas:

Sales Quotas are the targets identified for each salesperson for a specific financial year, broken down by the financial periods.

Features:

  • Modern UI based tree view.
  • Flexible to define the financial year to start a month
  • Multi currency support.
  • Allow to add custom category.
  • Choice to view overview of forecast and quotas based on monthly or quarterly.
  • Allow to view previous years information.
  • User can view Forecast by user and reportees based as well as by security group wise.
  • Supports Opportunity amount as well as Opportunity Weighted amount.

Getting started

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