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

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#266 - Question about Sales Quotas module

Open General Question created by cchang Verified Purchase 5 years ago

Hi there,

I'm currently trying out this module and have faced a problem here. I see that the forecast and won amount are all based on opportunity. Say if I created an opportunity of $20000, but the customer only agrees to a discounted price at $15000. How would it show up in Sales Quotas? So far I see that the only way to get it showing is change the opportunity amount. But then the forecast is changed as well. Is there any way I can see both the forecast amount (original opportunity) of $20000 and the closed won amount of $15000? Please let me know. Thank you.

  1. bluquet member avatar

    NS-Team Provider Affiliate

    5 years ago

    Hi,

    I don't understand your point. Forecasts and results in Sales Quota must be based on the same data (by default opportunity amount, but we have customers using other fields for that like a custom field Opportunity Margin). What you are asking seems to me a general question about opportunities where you would have two fields (for example "list price" and opportunity amount - renamed to Discounted price.

    Can you clarify your request?

    • cchang member avatar

      cchang Verified Purchase

      5 years ago

      Hi there,

      My question is, since forecast amount is based on the amount I input for opportunity, will the forecast amount stays the same in the case where the quotation amount for that opportunity is reduced? Say, we have an opportunity of $10,000 to start with, so we input $10,000 for the opportunity amount which also makes the forecast amount $10,000. But at the end of negotiation, the customer agreed to pay only $8,000. Now, do we change the opportunity amount from $10,000 to $8,000? If so, wouldn't the forecast amount changed as well? Or is there a proper way to do in such scenario that will keep the forecast amount at $10,000 and the closed won amount at $8,000? Thanks.

    • bluquet member avatar

      NS-Team Provider Affiliate

      5 years ago

      Before an opportunity is won, we use the amount field and add that to forecast Once an opportunity has been won, we still use the amount field, but it is no longer used in forecast (as it has been won) and we add the amount to the won total.

      If you want to keep the initial value of the amount, you would have to do that in SuiteCRM (add a mother field calculated by a logo hook). But (1) I don't think it could be used by our module (2) I am not sure it even would make sense.

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