Sales Quotas

Define Quotas for your Sales Reps and visualize achievement and forecast.

Free Trial

By clicking you consent to share your profile with the developer

#1953 - Will you you be integrating this with the Invoices module of SuiteCRM?

Closed Feature created by Stefan 8 years ago

Might be a possibility for us with opportunities, but integration with actual sales (invoices) could be very interesting. Let me know. Thanks.

NS-Team Provider Affiliate
8 years ago

Hi,

We are thinking about that for a later version. But I guess we would have to remove everything about forecast when based on Invoices

reply
NS-Team Provider Affiliate
8 years ago

Hi,

We have just released version 1.1. It supports Quotes and Invoices. When Invoices are selected, you will be able to choose how you want forecast to be calculates (from Opportunities or Quotes).

With version 1.1, we have also introduced a new Per User monthly plan.

reply
- Stefan
  8 years ago
  
  When I get the chance, it will start a trial and see if this tool is what our sales team wants. Thank for letting me know.
  
  reply

This case is public. Please leave out any sensitive information such as URLs, passwords, etc.

Saving Comment...

SugarCRM Editions
Sugar Community

Compatible Versions

Other Add-Ons of interest

LastPass Business

The average employee keeps track of 38 different passwords so it's no wonder we are susceptible to hacking, forgetfulness, and login difficulties. Losing control of your customer information thru...

Acumatica Integration - SYNC by Commercient

Your ERP Accounting data is integrated with your SugarCRM when you use Commercient’s SYNC app. SYNC Accounts, Contacts, Invoices, Sales Orders, Products, Pricing, Inventory, and more!

SalesLoft - SugarCRM Integration

Experience effective prospecting without the administrative data entry! With the SalesLoft-Sugar integration by BrainSell, users can focus on building customer relationships while automatically syncin...

Sales Productivity Reporting objective quota target