[Vtigercrm-developers] Forecasting module?

[socialboostdk]

Did I understand the idea correctly, or were you thinking about it in a
different way?

:-)



On Tue, 19 Sept 2023 at 12:13, socialboostdk <socialboostdk at gmail.com>
wrote:

> 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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