The [Forecasts] section

Use bpm'online to plan your company sales turnover and analyze the targets. You can easily plan sales volumes by managers, accounts or industries. Compare indicators across periods and apply smart filtering tools to get the information you need within a matter of seconds. Specify the time period for which you want to analyze the sales performance and monitor the overall performance of your department using the summary tables provided in the Forecasts section.

In bpm'online, you can generate forecasts based on different units of measure, and group them by the selected time period. Forecasts are available in 4 main dimensions:

• by account

• by sales division

• by owner

• by customer need type.

Note

More dimensions can be added only with the development tools.

For each dimension, you can configure unlimited number of forecasts with different periods (year, quarter or month).

Example

Let us take a look at adding and configuring the sales forecast by owner for 3 months.

Contents

•How to add a forecast

•How to configure the forecast view

•How to edit a forecast

•How to set access permissions for a forecast

•How to calculate “Closed” and “Pipeline”

See also

•The [Opportunities] section

•How to change the calculation for the “Closed” column in the [Forecasts] section