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<font size="2">So you need to create a module with a Fields like
this:<br>
<br>
</font>
<ul style="color: rgb(14, 16, 26); background: transparent;
margin-top:0pt; margin-bottom:0pt;">
<li><span style="color: rgb(14, 16, 26); background: transparent;
margin-top:0pt; margin-bottom:0pt;;"
data-preserver-spaces="true">Subject - I will fill it
automatically like Forecast $date for $user and $customer</span></li>
<li><span style="color: rgb(14, 16, 26); background: transparent;
margin-top:0pt; margin-bottom:0pt;;"
data-preserver-spaces="true">Datum ( choose Year-month is not
possible in Vtiger so you have to define 31.10.2022 for
October)</span><span style="color: rgb(14, 16, 26);
background: transparent; margin-top:0pt; margin-bottom:0pt;;"
data-preserver-spaces="true"></span></li>
<li><span style="color: rgb(14, 16, 26); background: transparent;
margin-top:0pt; margin-bottom:0pt;;"
data-preserver-spaces="true">Customer - Account relation</span><span
style="color: rgb(14, 16, 26); background: transparent;
margin-top:0pt; margin-bottom:0pt;;"
data-preserver-spaces="true"></span></li>
<li><span style="color: rgb(14, 16, 26); background: transparent;
margin-top:0pt; margin-bottom:0pt;;"
data-preserver-spaces="true">Target - this is a more
complicated field decimal or currency?</span></li>
<ul>
<li style="color: rgb(14, 16, 26); background: transparent;
margin-top:0pt; margin-bottom:0pt;; list-style-type:disc"><span
style="color: rgb(14, 16, 26); background: transparent;
margin-top:0pt; margin-bottom:0pt;;"
data-preserver-spaces="true">decimal - in this case, you
have to define currency separately</span></li>
<li style="color: rgb(14, 16, 26); background: transparent;
margin-top:0pt; margin-bottom:0pt;; list-style-type:disc"><span
style="color: rgb(14, 16, 26); background: transparent;
margin-top:0pt; margin-bottom:0pt;;"
data-preserver-spaces="true">currency - each user can define
the target in their own currency defined in User Preference</span></li>
</ul>
<li style="color: rgb(14, 16, 26); background: transparent;
margin-top:0pt; margin-bottom:0pt;; list-style-type:disc"><span
style="color: rgb(14, 16, 26); background: transparent;
margin-top:0pt; margin-bottom:0pt;;"
data-preserver-spaces="true"> </span><span style="color:
rgb(14, 16, 26); background: transparent; margin-top:0pt;
margin-bottom:0pt;;" data-preserver-spaces="true">Assigned to</span><span
style="color: rgb(14, 16, 26); background: transparent;
margin-top:0pt; margin-bottom:0pt;;"
data-preserver-spaces="true"></span></li>
<li style="color: rgb(14, 16, 26); background: transparent;
margin-top:0pt; margin-bottom:0pt;; list-style-type:disc"><span
style="color: rgb(14, 16, 26); background: transparent;
margin-top:0pt; margin-bottom:0pt;;"
data-preserver-spaces="true">Description - standard
description field.</span></li>
<li style="color: rgb(14, 16, 26); background: transparent;
margin-top:0pt; margin-bottom:0pt;; list-style-type:disc"><span
style="color: rgb(14, 16, 26); background: transparent;
margin-top:0pt; margin-bottom:0pt;;"
data-preserver-spaces="true">Real amount - calculated amount
based on </span>Deals <span style="color: rgb(14, 16, 26);
background: transparent; margin-top:0pt; margin-bottom:0pt;;"
data-preserver-spaces="true"></span></li>
<li style="color: rgb(14, 16, 26); background: transparent;
margin-top:0pt; margin-bottom:0pt;; list-style-type:disc"><span
style="color: rgb(14, 16, 26); background: transparent;
margin-top:0pt; margin-bottom:0pt;;"
data-preserver-spaces="true">Real % - convert into percetages<br>
</span></li>
</ul>
<p>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.</p>
<p>Of course also some % values.</p>
<p>Be aware, if in the installation more currencies are used.<br>
</p>
<p><br>
</p>
<p>Matus<br>
</p>
<br>
<div class="moz-cite-prefix">Dňa 5. 10. 2022 o 13:49 socialboostdk
napísal(a):<br>
</div>
<blockquote type="cite"
cite="mid:CACQ7aj8vUrZLRqSR+D31sS=vQCdRZAZ0BhnnT7eTqJanEj8E9Q@mail.gmail.com">
<meta http-equiv="content-type" content="text/html; charset=UTF-8">
<div dir="ltr">Hi there,
<div><br>
</div>
<div>Does anyone know of any Forecast modules for Vtiger? </div>
<div><br>
</div>
<div>Ideally I would like to be able to do the following:<br>
</div>
<div><br>
</div>
<div>Assign a target <b>per user</b> and <b>per customer</b>
in the system in certain intervals (such as
monthly/quarterly/yearly).</div>
<div><br>
</div>
<div>So ie User A would have 3 targets for October for his 3
customers, and 3 targets in November for his 3 customers, etc.<br>
</div>
<div><br>
</div>
<div>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.</div>
<div><br>
</div>
<div><br>
</div>
<div>Any ideas? I've so far seen CRMTiger and VTexperts have one
each (the latter looks better, but still lacks the "Per
customer" dimension).<br>
</div>
<div><br>
</div>
<div>Thank you!</div>
<div><br>
</div>
<div>/Chris</div>
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src="https://gs-mailtracker.com/pixel/ZECnKB1of55YJdfAz9XL?rid=ZECnKB1of55YJdfAz9XL"
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<br>
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<pre class="moz-quote-pre" wrap="">_______________________________________________
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