Sales processes would be amiss without the Opportunity. However, an inability to distribute anticipated revenue over various months and service/product subgroups can be a real challenge. The Monthly Forecasting module address this issue by incorporating the following:
Features and Benefits:
Add as many subgroups to an opportunity as necessary.
Easily add revenue projections by month and modify when things change.
Shift monthly forecasts by a specified number of months (forwards and backwards).
Apply and unapply probabilities.
View all forecasts over a 12-month period at once.
Filter by account managers and subgroups.
Export all forecasts to Excel for further analysis.
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