by NS-Team
Define Quotas for your Sales Reps and visualize achievement and forecast.
Hello,
Is it possible to enter monthly quotas? Could not see it on the provided screenshots.
Kind Regards
5 years ago
Hi,
A screenshot is missing in the documentation. Go to Admin Page / Sales Quotas / Settings page. In Type Dropdown, select Month, or Fiscal Month if you want yearly results for another period that January-December.
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The simplest way to workâ˘. Glances integrates SuiteCRM with all your favorite workplace apps, acting as your go-to hub for real-time customer insights and personal tasks.
Intuitive and powerful sales pipe management for SuiteCRM opportunites
Line Items in your Opportunity are used to record the products and/or services that your prospective customer may be interested in buying. You can add as many more as needed and you can modify the values and quantities as you learn more about the Opportunity.
5 years ago
Hi,
A screenshot is missing in the documentation. Go to Admin Page / Sales Quotas / Settings page. In Type Dropdown, select Month, or Fiscal Month if you want yearly results for another period that January-December.