Forecast

Set Sales Forecast Targets In VTiger 7

May 29, 2018
Article
Sales Forecast for VTiger Extension was designed to help manage and predict Organization’s current and future Opportunities. It includes ability to view the entire company’s Opportunities as well as drill down to each Team or User. It also includes ability to specify Targets for each Team/User, and configure periods How to Set Sales Forecast Targets Go to the Menu >> Settings >> CRM Settings >>  Extension Pack >> VTE Forecast. and click on the “Forecast Settings” button.     Click on the “Targets” tab.     Here you can Specify Targets for your Team, Organization or the Individual Member. You can do that by the Time Or Date period that you have set up.     For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.

View Your Sales/Opportunity Forecast By Sales Rep In VTiger 7

February 8, 2018
Article
Sales Forecast for VTiger Extension was designed to help manage and predict Organization’s current and future Opportunities. It includes ability to view the entire company’s Opportunities as well as drill down to each Team or User. How to View Your Sales/Opportunity Forecast by Sales Rep Go to the “Menu” and select “CRM Settings“.     Under “Other Settings” select “VTE Forecast“. Then click on the “View Forecast” button.     You can view the Forecast for the entire organization or you can view it by sales team and the Sales Rep.     For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.