[Vtigercrm-developers] Forecast module?

[Matus Sopko]

So you need to create a module with a Fields like this:

  * Subject - I will fill it automatically like Forecast $date for $user
    and $customer
  * Datum ( choose Year-month is not possible in Vtiger so you have to
    define 31.10.2022 for October)
  * Customer - Account relation
  * Target - this is a more complicated field decimal or currency?
      o decimal - in this case, you have to define currency separately
      o currency - each user can define the target in their own currency
        defined in User Preference
  * Assigned to
  * Description - standard description field.
  * Real amount - calculated amount based on Deals
  * Real % - convert into percetages

Then you need to define, how to calculate a sum for Deals ( is this SO, 
Invoice, or Win of Potential ?) and setup after save + scheduled task 
for this calculation.

Of course also some % values.

Be aware, if in the installation more currencies are used.


Matus


Dňa 5. 10. 2022 o 13:49 socialboostdk napísal(a):
> Hi there,
>
> Does anyone know of any Forecast modules for Vtiger?
>
> Ideally I would like to be able to do the following:
>
> Assign a target *per user* and *per customer* in the system in certain 
> intervals (such as monthly/quarterly/yearly).
>
> So ie User A would have 3 targets  for October for his 3 customers, 
> and 3 targets in November for his 3 customers, etc.
>
> The targets would then (of course) be compared to Deals so we have an 
> overview of how close we are to making our sales targets.
>
>
> Any ideas? I've so far seen CRMTiger and VTexperts have one each (the 
> latter looks better, but still lacks the "Per customer" dimension).
>
> Thank you!
>
> /Chris
>
> _______________________________________________
> http://www.vtiger.com/
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