Forecast

The order and order lines are included in the forecast, with either an explicit set weighting or weighting calculated from what had happened in the sales cycle
 

Forecasts that have been created directly, at the company are weighed manually, with a desired ratio (weight percent). Forecast that have been created in projects at companies, are weighted by setting the stage reached in the project.
 

Here is shown forecasts, directly on the Company, by selecting the tab forecast in the company image.

Then select New (forecast) and the following window opens:

Then you type the order title, status is selected, the period chosen. Any comments entered here.

Then select the tab Price book. In the price book, you chose product (s) by Double-click product lines

The selected product lines are adjusted in quantity. And weight (probability) adjusted as desired.

The expected date for the closing of the order, are adjusted in total for all lines or by order line.

Forecast in projects are entered on the forecast tab in the project.

Order lines are chosen in the same manner as stated earlier, under the direct forecast. Forecast projects differ in that the weighting, is a function of how far the project has been reached. In the project scores field, you can choose what steps are performed. Weighting will be adjusted accordingly.

The table for scores of projects is maintained by the administrator, to create the required steps and weights them. There can be expressed both positive and negative rates. In this way, several steps can be summed as achieved and may be punished accordingly for the missing steps.

The input orders are included in the forecast for the individual user as well as the overall organization. Each user can view its forecast in this way

How own budget viewed against forecast and possibly for complete the sale

The module sales management shows how individual forecasts are consolidated and compared using pivot tables and advanced graphics. This can be displayed for one or more users.

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