<div dir="ltr">This is a start - but I need to be able to set targets per customer (organisation) also, and also on variable periods (monthly/quarterly/yearly etc), and it has to be user friendly. Ie. if I have to manually (quick)create a new record for each target for each customer * month * user it will take too much time.<br><img src="https://mail-info-ext.com/pixel/eBR5TaSSxQqQByYLIzFq?rid=eBR5TaSSxQqQByYLIzFq" width="1" height="1" border="0"></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Wed, 5 Oct 2022 at 17:14, Matus Sopko <<a href="mailto:sopko@its4you.sk">sopko@its4you.sk</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex">
<div>
<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">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">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"></span></li>
<li><span style="color:rgb(14,16,26);background:transparent;margin-top:0pt;margin-bottom:0pt">Customer - Account relation</span><span style="color:rgb(14,16,26);background:transparent;margin-top:0pt;margin-bottom:0pt"></span></li>
<li><span style="color:rgb(14,16,26);background:transparent;margin-top:0pt;margin-bottom:0pt">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">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">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"> </span><span style="color:rgb(14,16,26);background:transparent;margin-top:0pt;margin-bottom:0pt">Assigned to</span><span style="color:rgb(14,16,26);background:transparent;margin-top:0pt;margin-bottom:0pt"></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">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">Real amount - calculated amount
based on </span>Deals <span style="color:rgb(14,16,26);background:transparent;margin-top:0pt;margin-bottom:0pt"></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">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>Dňa 5. 10. 2022 o 13:49 socialboostdk
napísal(a):<br>
</div>
<blockquote type="cite">
<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>
<img src="https://gs-mailtracker.com/pixel/ZECnKB1of55YJdfAz9XL?rid=ZECnKB1of55YJdfAz9XL" width="1" height="1" border="0"></div>
<br>
<fieldset></fieldset>
<pre>_______________________________________________
<a href="http://www.vtiger.com/" target="_blank">http://www.vtiger.com/</a></pre>
</blockquote>
<br>
</div>
_______________________________________________<br>
<a href="http://www.vtiger.com/" rel="noreferrer" target="_blank">http://www.vtiger.com/</a></blockquote></div>