Forecasting

  • 1. Prospects & Customers
    • a. Forecasts
      • i. See prospects sales estimates by % ranking and by annual volume.
      • ii. Export prospect lists as excel sheets
    • b. Funnel
      • i. Analyse Prospects with date parameters and see Best, Worst and Likely cases.
    • c. Reports
      • i. View consolidated reports with date parameters for all customers/prospects within the period.
    • d. Option to exclude customers/prospects from the forecast