[Vtigercrm-developers] Forecast module?

[socialboostdk]

This is a start - but I need to be able to set targets per customer
(organisation) also, and also on variable periods (monthly/quarterly/yearly
etc), and it has to be user friendly. Ie. if I have to manually
(quick)create a new record for each target for each customer * month * user
it will take too much time.

On Wed, 5 Oct 2022 at 17:14, Matus Sopko <sopko at its4you.sk> wrote:

> 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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