Ordrers and forecast

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Forecast, offers and orders are closely linked in ChannelCRM. Basis for this is a timeline as follows:

 

1.Prepared - the order and order lines are under preparation.
2.Forecasted - order and order lines included in the forecast with either an explicit set weighting or weighting calculated from what has happened during the sales cycle.
3.Offered - having sent an offer to a customer.
4.Accepted - now it's an order.
5.Rejected - now it's a lost bid.

 

 

See more on weighting under scoreboard.

 

 


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