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.

Includes a 30 day guarantee
Try it Now

#3160 - Drilldown to Opportunities

Closed General Question created by Discovery-Dave 2 years ago

Hi,

2 questions....

How do I use the Drilldown to Opportunities feature? If I click on a user name within the opportunity window does not appear.

Is there a plan to allow forecasting by product/service line? For us it's essential that targets are assigned and measured by product, not just by overall opportunity value.

Thanks.

  1. urdhvatech member avatar

    Urdhva Tech Provider Affiliate

    2 years ago

    Hi, The forecast drill down to opportunity feature is released in Version 2.0 Can you please make sure you have the latest version of it? If not, please install the new version for the latest feature. Please Note: Before installing new, Uninstall the old plugin, and please DO NOT REMOVE TABLE during the uninstallation process.

    The product and service line is not on the todo list. But we will keep a note of it and check for its feasibility in our coming releases.

    Thanks & Regards Team Urdhva Tech

    • urdhvatech member avatar

      Urdhva Tech Provider Affiliate

      2 years ago

      We haven't heard back from you, So closing the case. Please reach us over skype, If you have any issues.

This case is public. Please leave out any sensitive information such as URLs, passwords, etc.
Saving Comment Saving Comment...
Rating
  • "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

    Read More Reviews