Forecasting: Seller View in SugarCRM

Tuesday, 28 de May de 2024

In this article, we’ll delve into the forecasting feature from the seller’s perspective in SugarCRM. We’ll explore the end-user experience and how sellers can leverage dynamic dashboards for detailed insights. Additionally, we’ll examine how forecasts are structured and how sellers can select specific items to include.

User Experience

From the end-user standpoint, sellers in SugarCRM have access to dynamic dashboards that allow them to conduct in-depth analysis, as mentioned earlier. Now, let’s explore how forecasting integrates into this environment.

Forecast as a Subset of Opportunities

Within SugarCRM, the forecast is presented as a subset within opportunities. For example, Jen is reviewing her Q1 and has set up a few things for the forecast. To better understand how data is brought into the forecast, it’s essential to dive into opportunities.

Including Data in the Forecast

When examining opportunities, specific revenue items that can be included in the forecast are highlighted. These items can be revenue line items within the opportunity, and the decision to include them in the forecast rests with the company.

Key Step: Configuring Revenue in the Forecast

Each company sets its own rules on why and when something should be included in the forecast. This flexibility allows for precise adaptation to the needs and internal processes of each organization.

Conclusions

In summary, the forecasting feature in SugarCRM provides sellers with a powerful tool to assess and plan their activities. The ability to select specific items for inclusion in the forecast ensures effective customization based on the company’s internal rules. This transparency and flexibility make forecasting a valuable tool for strategic decision-making.

Recommendation: Explore our video tutorials for a step-by-step visual guide on setting up and using forecasting in SugarCRM. Enhance your forecasting experience!

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