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.
#5135 - Changing values and object the forecast generates values from.
Hi.
We have two issues we're trying to get around with the addon.
Firstly, we use a custom dropdown list for the sales stage field, which the configuration doesn't seem to read from. Is there any way to make the configuration load the custom dropdown list instead of using the default values?
Secondly, our current sales process involves using the account level object and a custom field to represent the potential value of each account (Due to the way our subscriptions and purchasing works). Is there an easy way to change the location the reports pull the amount values from?
Thanks.
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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
a year ago
Thank you for purchasing our add-on. I can understand the scenario. It looks this needs to be customize. Let's connect over skype to discuss in detail. Our Skype id is urdhvatech Thanks & Regards, Team Urdhva Tech