Forecasting provides real-time insight for tracking the sales against quotas, probabilities, plans, etc., which helps the organization to fine-tune the sales process. For sales managers, forecast feature provides an overall picture of the company's sales pipeline, as well as those of individual staff performance. Sales representatives can use forecasting to meet/exceed quotas assigned to them and in turn increase company profits.
Note: In Zoho CRM, you cannot consolidate the individual sales persons' forecasts and provide the organization-wide forecast.
Availability
Editions
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Enterprise
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Professional
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Free
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| YES |
YES
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NO |
Permission
Required
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Forecasts Tab |
Related Topics
Create Forecasts | Associate Forecasts
Set Fiscal Year | Manage List Views
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