In the fast-paced world of sales, having clear insights and measurable targets is crucial for achieving success. Enter the Sales Forecast & Quota add-on for SuiteCRM, a powerful tool designed to help businesses stay ahead of their sales targets and maintain effective sales strategies. Developed by Urdhva Tech, a leader in SuiteCRM solutions, this add-on provides a comprehensive overview of current and future sales performance.
With the Sales Forecast & Quota add-on, you can gain a precise view of your entire sales operation. The intuitive interface allows you to track sales forecasts and measure how your teams perform against pre-defined quotas. You can easily monitor opportunities that are committed to closing, as well as best-case opportunities, offering invaluable insights into the latest business status.
Whether your organization practices monthly, yearly, or custom fiscal-year targets, this add-on provides flexibility. Allocate frequency for quota and forecast cycles that suit your organization’s frameworks, giving a complete view of sales activity by time periods. Set ambitious goals with flexible quota assignments and track your top performers using real-time statistics.
The ability to manage multi-currency forecasts and quotas is essential for global businesses. This add-on allows organizations to allocate quotas and monitor forecasts in respective currencies, ensuring each sales rep’s performance is comprehensively evaluated without currency discrepancies. Forecasts, quotas, and performance measurements such as Closed Won, Gap, Pipeline, Best Cases, Commit, and Funnel Total are displayed in the user’s chosen currency.
For an in-depth analysis, this add-on allows you to view summarised opportunities grouped by client accounts, providing clarity on individual and team performances. This insight is crucial for identifying growth areas or potential challenges within specific client relationships. Secure your sales forecasting with hierarchical setup based on Security Groups, enabling a structured approach to measure team performance against quotas.
If you’re ready to streamline your sales processes, the Sales Forecast & Quota add-on for SuiteCRM is your go-to solution. For additional information or to schedule a demo, visit the official SuiteCRM store and explore how this add-on can revolutionize your sales strategy.
Need further assistance? Urdhva Tech offers expert consulting, implementation, training, and customization services tailored to maximize your SuiteCRM functionality. Connect with one of our seasoned developers to get started on improving your business profitability and efficiency today.