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 [email protected]perts.com. We’ll be glad to be of service.