KINAMU Forecasting

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