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

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#1753 - Caso especial - Special case

Open Feature created by escorpion241075 4 years ago

Saludos desde Ecuador. He instalado la versión de prueba y ha surgido una necesidad que quisiera saber si se podría realizar. Yo tengo un equipo de trabajo el cual esta agrupado por medio de los grupos de seguridad.. Cada equipo comercializa un producto especifico. Existen casos en que un ejecutivo de ventas logra comercializar un producto de otro al que no pertenece. Al probar el plugin, me acumula el monto de las oportunidades registradas realizadas por los usuarios, pero necesito saber cuanto por cada producto. Igualmente necesito saber el forecast por producto. Existe alguna manera para poder cubrir estos requerimientos o es necesario modificar el plugin. Gracias por su ayuda.

(I have little use of the English language). Greetings from Ecuador. I have installed the trial version and a need has arisen that I would like to know if it could be done. I have a work team which is grouped by means of security group. Each team sells a specific product. There are cases in which a sales executive manages to market a product from another to the one that does not belong. When testing the plugin, I accumulate the amount of registered opportunities made by users, but I need to know how much for each product. I also need to know the forecast by product. There is some way to cover these requirements or it is necessary to modify the plugin. Thanks for your help.

  1. bluquet member avatar

    NS-Team Provider Affiliate

    4 years ago

    Hello, Sorry we speak only English of French. This cannot be achieved without modifying the plugin. Can you explain how you relate opportunities to products?

  2. escorpion241075 member avatar


    4 years ago

    Thanks for answering. When referring product is like a Brand. This I have achieved through Security Groups.

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