Forecast in InSite
You can add forecasts in InSite. A forecast represents expected sales.
Example:
You have sent this sales contact a quotation for €50,000 and have recorded a scoring chance of 50%. The expected turnover in this case is 25,000.
You can only add forecasts to sales contacts. Profit automatically converts those sales contacts to prospects. A sales contact also is considered to be a prospect if a cost estimate line has been posted to the sales contact.
|
Content |
Description
Forecasts for which you are responsible can be viewed in the Sales cockpit.
When adding a forecast, you can have the destination entered automatically. Click here for more information.
Preparation
Procedure
- Add a forecast
You can create a forecast in InSite. You can do this using an action button at the sales contact (debtor) level.
- View a forecast
A forecast for which you are responsible can be viewed in the Sales cockpit.
- Change a forecast
You can change some data of the forecast.
- View the forecast dossier
By default, a forecast dossier is available.