Always hit your sales targets, with forecasts that show you whether you are on track to meet them, or how much of a gap you need to close through team motivation, training, or recruiting.
Sales forecasting is the process of predicting the estimated sales revenue over a future period.
Determine peak and lean periods and manage sales pipelines better. Set and revise monthly or quarterly forecasts for your subordinates.
Forecast and Quota Hierarchy represent the team's tree structure. Specify sales goals for every team member, including yourself. Add or remove users from the hierarchy with ease.
Key metrics like Quota, Closed Won, Gap, and Pipeline keep you updated on team performance and pipeline.
Forecast Categories represent forecast scenarios. You can add new sales stages to categories and customize forecast scenarios as per your needs.
Make adjustments to your reportees, and their subordinates' deal amounts as needed. The adjustments need to be enabled beforehand.
Target Mismatch informs you of the difference between team quota and the sum of all team members' quotas. Use it to evaluate lags.
Export forecasts and related deals via CSV files with ease. You can even export forecast information and forecast summaries.
Breezway consolidates and automates its business processes with Vtiger, resulting in YoY sales growth.
Pactia uses Vtiger Workflows to automate its sales process to save time and focus on the more important tasks.
GB Advisors customizes its CRM experience using Vtiger to scale up its customer base exponentially.
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