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. Now Future-ready with SuiteCRM 8.8.x compatibility
#5812 - Sales Forecast in Home dashlet
Hello Urdhav tech, Greetings! We are using sales forecast and quota add-on in our suitecrm7.13. When I try to add the dashlet 'My sales Forecast' in home dashboard, it shows empty data, though I have records assigned to me. Plesae let me know how, we cann add the dashlet in the home dashboard.
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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
one week ago
Hai Team, May I know any update on this request? Please.
6 days ago
The dashboard you see on home page is the standard dashlet shown for any moduleS There is no Dashlet availavle for sales forecast. you can get a clear glance of all the forecast and quota on the sales forcadt psge itself. however if there is any specific need of dashboard you are looking for, we can get it customized on request.
6 days ago
The dashboard you see on the home page is the standard dashlet shown for all modules. Currently, there is no dashlet available for Sales Forecast. You can, however, view all forecasts and quotas clearly on the Sales Forecast page itself.
If you have any specific dashboard requirements, we can create a customized one upon request.