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Articles tagged "forecast" returned 17 results.

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Sales and Forecast Lists

...need to create charts which include data from previous years. Forecast Lists As above by only Open items. Can be changed to show Open & Closed Won together. Note that...

Creating An Opportunity

...used for sales forecasting. Forecast Value is a weighted figure which is calculated based on the Probability and Value of the opportunity. To view the Forecast list go to View...

Creating A Target Chart

...‘Pipeline vs Forecast’. Close modal You can also create user targets based on the local margin value and margin percentage of quotes from the sales and forecasts lists. You can...

Creating Sales Target Charts

Creating Target Dashboards Target dashboards can be created from the Sales or Forecasts Lists. Firstly, within either menu change the ‘State’ to ‘All’ and select a custom date. Info In...

Adding & Viewing Engagement Scores

...60 days. Close modal Info The Trend column can also be viewed against other lists these include:- Activities, Appointments, Contacts, Forecast, Opportunities, Projects, Product Sales, Profile, Quotes & Sales lists....

Set up your annual reporting

...in Gold-Vision. Use either the Sales and Forecast Lists, Opportunities or Quotes lists to get the data you want from your monthly or annual charts. Create your monthly or quarterly...

Configuring Engagement Scores

...Forecast, Opportunities, Projects, Product Sales, Profile, Quotes & Sales lists. Adding the Engagement Section You administrator will be able to Add Engagement Section to the Account, Contact & \ or...

Sales Targets & Analysis

Who is it aimed at? All Gold-Vision users, wanting to set sales targets and analyse sales. What does it cover? Setting sales Target Forecasts, Dashboards & Reporting for your sales...

Sales Targets & Analysis

Who is it aimed at? All Gold-Vision users, wanting to set sales targets and analyse sales. What does it cover? Setting sales Target Forecasts, Dashboards & Reporting for your sales...

Sales Targets & Analysis

Who is it aimed at? All Gold-Vision users, wanting to set sales targets and analyse sales. What does it cover? Setting sales Target Forecasts, Dashboards & Reporting for your sales...