Using the Sales Forecast Tool


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

To access the sales forecast area click on the Forecast option in the left menu bar.

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). Allocate each sales quote to the month you think you will win the sales order, and optionally use the slider bar to set your confidence factor, and the job is done!

Related User Guide Topics

Bulk update Sales Quote Status to Lost
11 Mar 2021
When a Sales Consultant is very actively and sending many sales quotes to customers, the Sales Quote Dashboard can quickly become full of sales quotes that have not eventuated in a successful sale.  There is a very useful tool in the Sales Quote Dashboard to quickly select multiple sales quotes and update the status to "Lost" in one easy operation.
Bulk Delete Sales Quotes
11 Mar 2021
When a Sales Consultant is very actively and sending many sales quotes to customers, the Sales Quote Dashboard can quickly become full of sales quotes that have not eventuated in a successful sale.  There is a very useful tool in the Sales Quote Dashboard to quickly select multiple sales quotes and update the status to "Lost" in one easy operation.
Revising a sent Sales Quote
28 Nov 2019
There will be occasions when your customer provides feedback on your sales quote and you need to modify the sales quote and resend it
Customer Address Book
30 Oct 2019
The Customer Address Book feature allows all Sales Consultants to save customer contact details.  When a customer is saved to the Customer Address Book QuoteCloud will automatically complete customer details when creating sales quotes. 

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