Predict sales through forecasts made by your sales agents using the following key figures:
(1) Sales pipeline: your possible future revenues will be displayed in a sales pipeline for the selected periods automatically; common data sources are records maintained in the opportunities and/or quotes module but any other source (e.g. .csv or .xml-files, external databases) is supported, too
(2) Forecasts: your users have to commit expected revenue figures for a predefined period of time, e.g. quarterly for the next 12 months
(3) Quotas: define an objective goal of revenue for each sales agent to achieve within a specific period of time e.g. quarterly for the next 12 months, monthly for the next 2 quartes; these figures are assigned by a sales manager
(4) Actual revenue: those figures may be taken from your ERP system or calculated from any existing CRM module
Features and Benefits
Definition Of Quotas
Define monthly or quarterly quotas for each sales agent and manage these targets for the same segmentations as you are handling your forecasts, e.g. on a deep level basis of branches, markets and products.
View All FeaturesObtain Snapshots
Turn back in forecasts to get a feel for the developing numbers: which agent is permanentely estimating far too low or high? Which markets may be predicted well and which may fluctuate over a very wide range? Depending on your forecasting perdiod you may compare snapshots either on monthly, quarterly or yearly basis.
View All FeaturesForecasting on different segmentation levels
Predicting sales for users and periods is the simpliest matrix you can imagine and achieve. Furthermore you are able to breakdown forecasts on any segmentation as you are used to.
a) Limited segmentation: For example you can make your forecasts with a two-level geographical segmentation (countries and regions) in combination with a single market level. Both axes could be divided up into more sub levels
b) Unlimited segmentation You can also segment on different levels which may also be generated dynamically in order to capture forecasts for key accounts by quarters and product categories. The number of rows is unlimited
View All FeaturesProvide An Up-To-Date Overview
Due to a combined view of actual sales figures, quotas and earlier forecasts your sales agents gain access to an up-to-date comparison of their achieved goals.
View All FeaturesDefinition Of Quotas
Define monthly or quarterly quotas for each sales agent and manage these targets for the same segmentations as you are handling your forecasts, e.g. on a deep level basis of branches, markets and products.
Obtain Snapshots
Turn back in forecasts to get a feel for the developing numbers: which agent is permanentely estimating far too low or high? Which markets may be predicted well and which may fluctuate over a very wide range? Depending on your forecasting perdiod you may compare snapshots either on monthly, quarterly or yearly basis.
Forecasting on different segmentation levels
Predicting sales for users and periods is the simpliest matrix you can imagine and achieve. Furthermore you are able to breakdown forecasts on any segmentation as you are used to.
a) Limited segmentation: For example you can make your forecasts with a two-level geographical segmentation (countries and regions) in combination with a single market level. Both axes could be divided up into more sub levels
b) Unlimited segmentation You can also segment on different levels which may also be generated dynamically in order to capture forecasts for key accounts by quarters and product categories. The number of rows is unlimited
Provide An Up-To-Date Overview
Due to a combined view of actual sales figures, quotas and earlier forecasts your sales agents gain access to an up-to-date comparison of their achieved goals.
Support
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Support Knowledge Base: https://sugar.crm.kinamu.com/sugar/portal/
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