Sales Quota and Forecast Management Features and Functions

• Pre-configuration of sales forecast home page and data records


• Sales quota management with configurable enterprise level roll-ups


• Comparison of predesigned quota versus forecast reports or analytics


• Tracking of 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


• Configurable "sales stage" capture of where each opportunity stands in the sales pipeline


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


• Sales quota, pipeline, and forecast reports and analytics that use configurable product level roll-ups


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