[Vtigercrm-developers] Forecasting module?

[socialboostdk]

Hi Prasad,

Thank you for your reply!

Just to understand your suggestion - do you mean that we as an example add
a deal for Wallmart for September for 2000, etc?

That could work, but when what when I have a deal where I for september
will sell Wallmart t-shirts of 1500 (which is 75% of my sales goal of 2000
for september), then all graphs will say that I have 3500 in pipeline,
instead of 1500 out of 2000.

I would be OK with developing something extra on top of this if its
required. I just want to first understand your thinking.

And I kinda thought that forecasting is such a "normal thing" that some
module would exist for the purpose :-)

Cheers,
Chris

On Tue, 19 Sept 2023 at 09:16, Prasad <prasad at vtiger.com> wrote:

> Chris,
>
> Would creating "Deals" linked to target Client work?
>
> Regards,
> Prasad
>
> On Thu, Sep 14, 2023 at 6:51 PM socialboostdk <socialboostdk at gmail.com>
> wrote:
>
>> Hi everyone,
>>
>> Has anyone seen a forecasting module where you can forecast on clients,
>> divided on months? Ie. lets say I need to sell for 2000 USD to
>> Wallmart September, October and November, But then 3000 USD in December.
>>
>> Any experiences or ideas?
>>
>> :-)
>>
>> Cheers,
>> Chris
>> _______________________________________________
>> http://www.vtiger.com/
>
> _______________________________________________
> http://www.vtiger.com/
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