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sales_forecasting
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Sales Forecasting For vTiger®
The sales forecasting extension is used by the company to forecast sales for the sales and marketing teams.

Version compatibility : up to version 7.1

Version 6.x DemoVersion 7.1 Demo

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SKU: ct-forecasting Categories: , , ,

3 MONTHS
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15 DAYS
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SECURED
EXTENSION

Product Description

The sales forecasting extension is used by the company to forecast sales for the sales and marketing teams.

Extension used to setup sales forecasting for the following 3 modules.

  • Opportunity (sales deals)
  • Sales Order
  • Invoice

Following are the different attributes used to setup sales forecasting:

  • Period (month, quarter, Quarter / year)
  • Financial Year Setup
  • User / group selection
  • Conditional setup
  • Conditional filter setup (condition to consider sales)
  • Sales value setup

Sales Forecasting reporting

  • View sales forecasting by user, type (Month/Quarter/Year) wise.
  • Display reporting based on goal vs. actual
  • Color coded reporting.
    Red color: If target is not achieved
    Green color: if Target is achieved.

 

 

 

Video

Demo

Click on button for DEMO
Version 6.x DemoVersion 7.x Demo

License

  • Module Manager compatible

  • Encrypted through iOncube

  • Single server OR single domain compatible

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