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.
#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 for each member of my team, however, the team members receive and error when they try to view the Sales Forecast module.
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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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pvzijl- lodevlayen
4 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
4 years ago
I meant Admin -> Repair -> Repair Roles Admin -> Repair -> Quick repair and rebuild
4 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'
4 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.
4 years ago
That's done it - working now. Many Thanks
4 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