[Vtigercrm-developers] Forecast module?

[socialboostdk]

Yes - I agree this is the best option I've otherwise found so far. There is
also one by CRMTiger but that does seem a bit more simplistic.

The issue with VTexperts is that it does not allow me to do it per
customer. Ie. if I have "Coca-cola" as a customer I want to be able to have
my sales-girl Sandy have a target of $5000 for october, $4000 for november
and $6400 for december on Coca-cola alone, and then some other targets on
other customers (organisations).

Does that make sense?


On Wed, 5 Oct 2022 at 18:26, Rubén A. Estrada Orozco <rulotec1 at gmail.com>
wrote:

> This extension by VTExperts is another option:
> https://www.vtexperts.com/product/vtiger-sale-opportunity-forecasts/
>
> Saludos
>
> Rubén
>
>
> On Wed, Oct 5, 2022 at 6:51 AM socialboostdk <socialboostdk at gmail.com>
> wrote:
>
>> 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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