How to Calculate Sales forecast?
To check your Sales forecast, follow the given steps.
For Interested services.
Step 1- Select your contact from the list view.
Step 2- Click on the Interested service tab.
Step 3- Click on the blue add button to add interested service
Step 4- Select the workflow
Step 5- Select the Partner
Step 6- Select the product
Step 7- Expected Win Date
Step 8- Add Prospect revenue
Step 9- Add the partner's revenue
Step 10- Now add any deduction made by your agency.
Step 11- Click on Save.
Step 1- Select the contact.
Step 2- Click on the Application tab in contact's detail page.
Step 3- Open the Application detail page.
Step 4- On the right section of detail page, you can see Sale Forecast option.
Step 5- Add Client revenue.
Step 6- Add the Partners revenue.
Step 7- Now add any deduction made by your agency.