<html><head><meta http-equiv="Content-Type" content="text/html; charset=utf-8"></head><body style="word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;" class="">Well Matus that would be a basic solution, there are multiple solutions obviously , <div class="">it depends on how in depth you wanna measure, how useful the module is, and how intuitive it is.</div><div class="">All the best<br class=""><div class="">
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<div><br class=""><blockquote type="cite" class=""><div class="">Il giorno 5 ott 2022, alle ore 17:13, Matus Sopko <<a href="mailto:sopko@its4you.sk" class="">sopko@its4you.sk</a>> ha scritto:</div><br class="Apple-interchange-newline"><div class="">
<meta http-equiv="Content-Type" content="text/html; charset=UTF-8" class="">
<div class="">
<font size="2" class="">So you need to create a module with a Fields like
this:<br class="">
<br class="">
</font>
<ul style="color: rgb(14, 16, 26); background: transparent;
margin-top:0pt; margin-bottom:0pt;" class="">
<li class=""><span style="color: rgb(14, 16, 26); background: transparent;
margin-top:0pt; margin-bottom:0pt;;" data-preserver-spaces="true" class="">Subject - I will fill it
automatically like Forecast $date for $user and $customer</span></li>
<li class=""><span style="color: rgb(14, 16, 26); background: transparent;
margin-top:0pt; margin-bottom:0pt;;" data-preserver-spaces="true" class="">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" class=""></span></li>
<li class=""><span style="color: rgb(14, 16, 26); background: transparent;
margin-top:0pt; margin-bottom:0pt;;" data-preserver-spaces="true" class="">Customer - Account relation</span><span style="color: rgb(14, 16, 26); background: transparent;
margin-top:0pt; margin-bottom:0pt;;" data-preserver-spaces="true" class=""></span></li>
<li class=""><span style="color: rgb(14, 16, 26); background: transparent;
margin-top:0pt; margin-bottom:0pt;;" data-preserver-spaces="true" class="">Target - this is a more
complicated field decimal or currency?</span></li>
<ul class="">
<li style="color: rgb(14, 16, 26); background: transparent;
margin-top:0pt; margin-bottom:0pt;; list-style-type:disc" class=""><span style="color: rgb(14, 16, 26); background: transparent;
margin-top:0pt; margin-bottom:0pt;;" data-preserver-spaces="true" class="">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" class=""><span style="color: rgb(14, 16, 26); background: transparent;
margin-top:0pt; margin-bottom:0pt;;" data-preserver-spaces="true" class="">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" class=""><span style="color: rgb(14, 16, 26); background: transparent;
margin-top:0pt; margin-bottom:0pt;;" data-preserver-spaces="true" class=""> </span><span style="color:
rgb(14, 16, 26); background: transparent; margin-top:0pt;
margin-bottom:0pt;;" data-preserver-spaces="true" class="">Assigned to</span><span style="color: rgb(14, 16, 26); background: transparent;
margin-top:0pt; margin-bottom:0pt;;" data-preserver-spaces="true" class=""></span></li>
<li style="color: rgb(14, 16, 26); background: transparent;
margin-top:0pt; margin-bottom:0pt;; list-style-type:disc" class=""><span style="color: rgb(14, 16, 26); background: transparent;
margin-top:0pt; margin-bottom:0pt;;" data-preserver-spaces="true" class="">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" class=""><span style="color: rgb(14, 16, 26); background: transparent;
margin-top:0pt; margin-bottom:0pt;;" data-preserver-spaces="true" class="">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" class=""></span></li>
<li style="color: rgb(14, 16, 26); background: transparent;
margin-top:0pt; margin-bottom:0pt;; list-style-type:disc" class=""><span style="color: rgb(14, 16, 26); background: transparent;
margin-top:0pt; margin-bottom:0pt;;" data-preserver-spaces="true" class="">Real % - convert into percetages<br class="">
</span></li>
</ul><p class="">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 class="">Of course also some % values.</p><p class="">Be aware, if in the installation more currencies are used.<br class="">
</p><p class=""><br class="">
</p><p class="">Matus<br class="">
</p>
<br class="">
<div class="moz-cite-prefix">Dňa 5. 10. 2022 o 13:49 socialboostdk
napísal(a):<br class="">
</div>
<blockquote type="cite" cite="mid:CACQ7aj8vUrZLRqSR+D31sS=vQCdRZAZ0BhnnT7eTqJanEj8E9Q@mail.gmail.com" class="">
<meta http-equiv="content-type" content="text/html; charset=UTF-8" class="">
<div dir="ltr" class="">Hi there,
<div class=""><br class="">
</div>
<div class="">Does anyone know of any Forecast modules for Vtiger? </div>
<div class=""><br class="">
</div>
<div class="">Ideally I would like to be able to do the following:<br class="">
</div>
<div class=""><br class="">
</div>
<div class="">Assign a target <b class="">per user</b> and <b class="">per customer</b>
in the system in certain intervals (such as
monthly/quarterly/yearly).</div>
<div class=""><br class="">
</div>
<div class="">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 class="">
</div>
<div class=""><br class="">
</div>
<div class="">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 class=""><br class="">
</div>
<div class=""><br class="">
</div>
<div class="">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 class="">
</div>
<div class=""><br class="">
</div>
<div class="">Thank you!</div>
<div class=""><br class="">
</div>
<div class="">/Chris</div>
<img src="https://gs-mailtracker.com/pixel/ZECnKB1of55YJdfAz9XL?rid=ZECnKB1of55YJdfAz9XL" moz-do-not-send="true" width="1" height="1" border="0" class=""></div>
<br class="">
<fieldset class="moz-mime-attachment-header"></fieldset>
<pre class="moz-quote-pre" wrap="">_______________________________________________
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</blockquote>
<br class="">
</div>
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