Sales Forecasting Management Features and Functions

• Pre-configured sales forecast home page and data records


• Sales quota management with configurable enterprise level roll-ups


• Predesigned quota versus forecast reports and/or analytics


• Sales pipeline analyses based on the "Sales Stage" field values with configurable enterprise level roll-ups


• Sales forecast management with configurable enterprise level roll-ups


• Configurable sales "forecast categories" (e.g., in the pipeline, best case, committed, closed-won, etc.)


• Automatic creation of forecast history records whenever key sales forecast data fields are changed


• Automatic (configurable) "forecast category" assignment for each opportunity that can be manually updated


• Configurable "Sales Stages" capture where each opportunity stands in the sales pipeline


• A variety of predesigned sales quota, pipeline, and forecast management reports are available for immediate use


• Sales quota, pipeline, and forecast reports and analytics can utilize configurable product level roll-ups


• Predesigned sales quota, pipeline, and forecast-related analytics (charts and graphs) are available for display on dashboards and reports