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FEATURES > SALES FORCASTING
Digital sales room that brings sellers and buyers together
Always hit your sales targets, with forecasts that show you whether you are on track to meet them, or how much of a gap you need to close through team motivation, training, or recruiting.
What is sales forecasting?
Sales forecasting is the process of predicting the estimated sales revenue over a future period.
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Plan efficiently for team productivity
Plan smartly for faster growth
Determine peak and lean periods and manage sales pipelines better. Set and revise monthly or quarterly forecasts for your subordinates.
Forecast and Quota Hierarchy for team productivity
Forecast and Quota Hierarchy represent the team's tree structure. Specify sales goals for every team member, including yourself. Add or remove users from the hierarchy with ease.
Leverage key metrics for effortless planning
Key metrics like Quota, Closed Won, Gap, and Pipeline keep you updated on team performance and pipeline.
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Define forecast scenarios
Forecast Categories represent forecast scenarios. You can add new sales stages to categories and customize forecast scenarios as per your needs.
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Conveniently make adjustments to deal amounts
Make adjustments to your reportees, and their subordinates' deal amounts as needed. The adjustments need to be enabled beforehand.
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Never miss out on any detail
Target Mismatch informs you of the difference between team quota and the sum of all team members' quotas. Use it to evaluate lags.
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Share forecasts externally for analysis
Export forecasts and related deals via CSV files with ease. You can even export forecast information and forecast summaries.
CASE STUDIES
Why our customers love us
Sales Productivity
Breezway consolidates and automates its business processes with Vtiger, resulting in YoY sales growth.
Automate
Pactia uses Vtiger Workflows to automate its sales process to save time and focus on the more important tasks.
Customer base Growth
GB Advisors customizes its CRM experience using Vtiger to scale up its customer base exponentially.
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