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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| Support Cases | Author | Status | Type |
|---|---|---|---|
| #5135 Changing values and object the forecast generates values from. - Hi. We have two issues we're trying to get around with the addon. Firstly, we use a custom dro | In Progress | General Question | |
| #3288 Updating version issue - Hello, The latest version to download is labelled as version 2.0. When you install it, it is ins | jonnie00 | Closed | Bug? |
| #3160 Drilldown to Opportunities - Hi, 2 questions.... How do I use the Drilldown to Opportunities feature? If I click on a user | Talenscio-Dave | Closed | General Question |
| #2548 Calculated quote based on accounts - Hello, At the moment you can set a quote for each sales rep. For us it would make more sense to ent | pvzijl | Closed | Feature |
| #2540 Sharing The Forecast as a Report - Hi, Is it possible to allow specified users who are not allocated a quota (e.g. the Exec Team) to | Talenscio-Dave | Closed | Feature |
| #2539 Unable to add relationships in the db during installation. - Hi, In the log: Tue Feb 4 21:06:52 2020 [10225][3a5635e4-e721-1b3e-77ed-5940f2d40f7b][FATAL] | pvzijl | Closed | Installation |
| #2523 Dashlet - I have the Sales Forecast module running but would like each sales person to add it as a Dashlet. I' | Talenscio-Dave | Closed | General Question |
| #2515 Sales Person Cannot View Forecast Data - I have setup Sales Forecast & Quota for use with my Sales Team and I can see the quota and forecast | Talenscio-Dave | Closed | Installation |
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"We've installed the module and wanted some extensions to get more indepth information of the quotas. We designed the desired customization and Urdhva ..." - pvzijl
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