Sales Quotas

by NS-Team

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

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#2297 - Forecast Values

Open Feature created by Talenscio-Dave 5 years ago

We have just installed Sales Quotas - fantastic! Thank You.

I would suggest / ask that there is an option for forecast amount to be based on opportunity values adjusted by probability % rather than just total opportunity amount. This would provide a genuine weighted forecast. Is this possible?

Thanks

  1. Discovery-Dave member avatar

    Talenscio-Dave

    5 years ago

    I may have just found the answer.... Does Weighted Amount use the probability % of the stage to calculate the forecast?

    • Discovery-Dave member avatar

      Talenscio-Dave

      5 years ago

      Tried Weighted Opportunity - perfect!

      This is exactly what we need.

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  • 7.1.0 to 8.6.1

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