Sales Forecasting extension used for company to forecast sales for sales and marketing team.
Extension used to setup Sales Forecasting for following 3 modules.
- Opportunity (sales deals)
- Sales Order
Following are the difference attribute used to setup sales forecasting
- Period (Month / 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 not achieved
Green color – If Target achieved.