Sales Quotas

by NS-Team

Define Quotas for your Sales Reps and visualize achievement and forecast.

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#1227 - Undestanding Modele Parameters

Open General Question created by saleswarroom 6 years ago

How I can understand how you define Forecast (which opportunities are you putting inside?)

  1. bluquet member avatar

    NS-Team Provider Affiliate

    6 years ago

    Hi,

    We count all opportunities that are not Won and not Lost where date_closed is in the period.

    • saleswarroom member avatar

      saleswarroom

      6 years ago

      Hello, thank you for your answer. Could I modify it? I would like to insert a checkbox in each opportunity to define if it´s forecast or not. Could´nt I?

  2. bluquet member avatar

    NS-Team Provider Affiliate

    6 years ago

    Currently, the only thing you can change is the list of sales stage to be ignored instead of Won or Lost. Let me think about it an I'll get back to you.

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  • 7.1.0 to 8.6.1

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Sales Productivity Reporting quota target objectives forecast sales