Plan effectively with pre-built forecasts

Always hit your sales targets, with forecasts that show you whether you are on track to meet them, or how much of a gap you need to close through team motivation, training, or recruiting.

vtiger forecast and quota

What is sales forecasting?

Sales forecasting is the process of predicting the estimated sales revenue over a future period.

forecast scenarios

Define forecast scenarios

Forecast Categories represent forecast scenarios. You can add new sales stages to categories and customize forecast scenarios as per your needs.

deal amounts

Conveniently make adjustments to deal amounts

Make adjustments to your reportees, and their subordinates' deal amounts as needed. The adjustments need to be enabled beforehand.

miss no detail

Never miss out on any detail

Target Mismatch informs you of the difference between team quota and the sum of all team members' quotas. Use it to evaluate lags.

Share forecasts

Share forecasts externally for analysis

Export forecasts and related deals via CSV files with ease. You can even export forecast information and forecast summaries.

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