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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#2515 - Sales Person Cannot View Forecast Data

Closed Installation created by Discovery-Dave 3 years ago

I have setup Sales Forecast & Quota for use with my Sales Team and I can see the quota and forecast for each member of my team, however, the team members receive and error when they try to view the Sales Forecast module.

  1. urdhvatech member avatar

    Urdhva Tech Provider Affiliate

    3 years ago

    It could be because they do not have access to that module. Can you please try to perform the below steps? - Go to Admin -> Repair Roles - Go to Admin -> Quick repairs and rebuild Let me know how it goes.

    Thanks & Regards, Team Urdhva Tech

  2. urdhvatech member avatar

    Urdhva Tech Provider Affiliate

    3 years ago

    I meant Admin -> Repair -> Repair Roles Admin -> Repair -> Quick repair and rebuild

    • Discovery-Dave member avatar

      Discovery-Dave

      3 years ago

      Thanks, I've done that but one of the sales people has just re-tried and they still receive the following in a pop up window:

      'An error has occurred' 'If this error persists, please have your administrator disable Ajax for this module'

  3. urdhvatech member avatar

    Urdhva Tech Provider Affiliate

    3 years ago

    That is strange, It shouldn't happen, However, can you try below? - Admin -> System Settings -> Configure AJAX User Interface

    Drag the Sales Forecasts module to the Disable modules. Once done, logout from the CRM and relogin then navigate to the Sales forecast module. As I said, this should not happen, Can you perform the above steps and let me know how it goes? Do share the screenshot if any issues persist.

    • Discovery-Dave member avatar

      Discovery-Dave

      3 years ago

      That's done it - working now. Many Thanks

    • urdhvatech member avatar

      Urdhva Tech Provider Affiliate

      3 years ago

      Good to know it worked. I will check for this and update the package. Feel free to get back if you have any questions.

      Thanks & Regards, Team Urdhva Tech

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