[Vtigercrm-developers] Forecasting module?

Prasad prasad at vtiger.com
Wed Sep 27 11:55:47 GMT 2023


Yes - this is one way.

On Tue, Sep 26, 2023 at 4:16 PM socialboostdk <socialboostdk at gmail.com>
wrote:

> 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/
>>
>> _______________________________________________
> http://www.vtiger.com/
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20230927/0c1e74f9/attachment.html>


More information about the vtigercrm-developers mailing list