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Articles tagged "forecast" returned 19 results.
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Mastering Sales, Opportunities & Forecasting in Gold-Vision
...want to improve opportunity tracking, streamline quoting, or enhance forecasting accuracy, Gold-Vision CRM has the tools to help. Join our expert-led webinar to discover best practices for managing sales pipelines,...
Mastering Sales, Opportunities & Forecasting in Gold-Vision
...Whether you want to improve opportunity tracking, streamline quoting, or enhance forecasting accuracy, Gold-Vision CRM has the tools to help. Join our expert-led webinar to discover best practices for managing...
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...
Unlocking sales insights with Gold-Vision Dashboards & Reporting
Turn your sales data into actionable insights and drive smarter decisions! Following our session on managing sales, opportunities, and forecasting, this webinar dives deeper into the power of Gold-Vision’s dashboards...
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...
Unlocking sales insights with Gold-Vision Dashboards & Reporting
Webinar Description Turn your sales data into actionable insights and drive smarter decisions! Following our session on managing sales, opportunities, and forecasting, this webinar dives deeper into the power of...
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...
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...
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....
