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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#2548 - Calculated quote based on accounts

Closed Feature created by pvzijl Verified Purchase a year ago

Hello,
At the moment you can set a quote for each sales rep. For us it would make more sense to enter a quote per customer. Based on the Assigned to field you could then calculate the Quote per sales rep.

The reason is that we could manage more precise the progress. Now you can only see: you are 200k behind budget. With the quote per customer you could tell, where that 200k is coming from.
Are these difficult accounts or whatsoever.

Would it be possible to add this?

cheers,
Peter

  1. urdhvatech member avatar

    Urdhva Tech Provider Affiliate

    a year ago

    Hello Peter,
    Thank you for contacting us. I believe this request could be an feature request as it is different that current scope. Can you please come up over the Skype on Monday to discuss this in detail?

    Thanks & Regards,
    Team Urdhva Tech

    • pvzijl member avatar

      pvzijl Verified Purchase

      a year ago

      Yes. could we schedule a call at 4pm Amsterdam time?

    • urdhvatech member avatar

      Urdhva Tech Provider Affiliate

      a year ago

      Is it possible for you set at 2pm Amsterdam, As I have other meeting scheduled at 3pm or we can make a call at tomorrow 4pm.

      Thanks & Regards,
      Team Urdhva Tech

  2. pvzijl member avatar

    pvzijl Verified Purchase

    a year ago

    Hi, today I'm available from 9am to 2pm. Please let me know what is convenient for you.

    • urdhvatech member avatar

      Urdhva Tech Provider Affiliate

      a year ago

      Let's connect at 10:30 am.

      Thanks & Regards,
      Team Urdhva Tech

    • pvzijl member avatar

      pvzijl Verified Purchase

      a year ago

      Yes, that's ok!

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