Charts in Forecasts application

You know the adage "A picture is worth a thousand words".

So we've added some charts in the Forecasts applications. They are dynamics and will react to the filter set in the search form.

The first chart displays the Sales people performance according the following parameters:

  • Sales quota
  • Expected amount
  • Forecasted amount
  • Won amount

Expected amount is the amount as set in an opportunity. Forecasted amount is the same amount but pondered by the probability to win the deal. It is a more realistic (lower) amount. Won amount is related to the opportunities won, invoiced, paid.

Forecasts_performances

The second set of chart displays the opportunities according 3 variables:

  • Their respective weight in amount in the pipeline
  • Their stage
  • The Sales people

Here yet we distinguish between Expected and Forecasted amounts.

Forecasts_list

Posted Jul 5 by AppShore Inc. 

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