Using the Sales Forecast Tool

QuoteCloud makes it super easy to prepare a truely accurate sales forecast. QuoteCloud comes with a sales forecast tool that simply could not be easier to use.

To access the sales forecast area click on the Forecast menu tab towards the top left corner of the Sales Quote Dashboard:

You will see the list of sales quotes available, only those in a Creating, Sent or Needs Action will be visible (others states shouldn't be in a forecast as they are accepted or lost). Simply allocate each sales quote to the month you think it will close in, and optionally use the slider bar to set your confidence factor, job done!

As you set the closing months QuoteCloud will automatically put the sales quote into that month allowing you to clearly see when sales quotes are forecast to close across the forthcoming months and what the confidence factor is.

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