How to Calculate Sales forecast for Interested Service?
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.