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Renuka Shakha
Written by Renuka Shakha

Sales Forecast

How can we calculate the sales forecast?


Sales Forecast is calculated based on the type of the Revenue of the Partners. To learn about the Revenue, please click on the following link: https://support.agentcis.com/what-is-the-revenue-type/

In the case of Commission from partner, the sales forecast is calculated based on the commission percentage of the product fee and the number of installments of the product fee.

In the case of Revenue from Clients, the sales forecast is calculated based on the income

To check your sales forecast, follow the given steps.

Note: You have to off the auto-sync toggle to edit the partner and product.

Step 1: Select Partner from the dashboard Select the partner from the list for whose application is the sales forecast to be calculated.

Step 2: Select the partner from the list for whose application is the sales forecast to be calculated.


Note: You have to off the auto-sync toggle to edit the partner and product.

Step 2: Select Product from the partner profile and select a product from the list.

Step 3: Select a product from the product list and select the fee option from the partner profile.

Step 4: Select the edit option

Step 5: Edit the details. Also, Set the claimable terms and commission percentage in case of commission from partner

In the case of Revenue from Client, select the option income from the dropdown as in the screenshot below

Step 6: Select Update

Step 7: Select Client from the dashboard

Step 8: Select a client from the list of the client

Step 9: From the client profile select Application

Step9: Select Add and add application

Step 10: The sales forecast will be calculated automatically and will be shown on the application detail page based on the Revenue(i.e. Revenue from client or commission from partner), commission percentage, and claimable term set in the product.

Step 10: You may also edit the sales forecast if required. For this please select the edit option in the application detail page on the left bottom corner.

Note: The product fee can also be edited from the client application detail page by selecting edit option under product fee on the left bottom corner.(on the basis of the product fee details the sales forecast will be edited automatically)

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