by NS-Team

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

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

Closed Feature created by Stefan 3 years ago

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

  1. bluquet member avatar

    NS-Team Provider Affiliate

    3 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

  2. bluquet member avatar

    NS-Team Provider Affiliate

    3 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.

    • staganyi member avatar

      Stefan

      3 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.

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