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.
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