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.
|#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||Discovery-Dave||Closed||Feature|
|#2539 Unable to add relationships in the db during installation. - Hi, In the log: Tue Feb 4 21:06:52 2020 [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'||Discovery-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 forec||Discovery-Dave||Closed||Installation|
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.