[Vtigercrm-developers] Forecast module?

[Angelo Paglialonga]

Well Matus that would be a basic solution, there are multiple solutions obviously , 
it depends on how in depth you wanna measure, how useful the module is, and how intuitive it is.
All the best
Dott. Angelo Paglialonga
Consulenza vTiger CRM ad alto ROI.

Telefono: 338.6077866
www.angelopaglialonga.com <https://www.angelopaglialonga.com/contatti/?fonte=firma>

> Il giorno 5 ott 2022, alle ore 17:13, Matus Sopko <sopko at its4you.sk> ha scritto:
> 
> 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?
> decimal - in this case, you have to define currency separately
> 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/ <http://www.vtiger.com/>
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