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!
For your industry
Sales Quotes for Telco
Sales Quotes for Trade Services
Sales Quotes for Travel
Sales Quotes for Marketing Services
Sales Quotes for Accounting
Sales Quotes for Home Construction Companies
Sales Quotes for Web Developers
Sales Quotes for Education Services
Sales Quotes for Events
Sales Quotes for IT Services