Dynamic Sales Forecasting allows your managers to develop a more accurate sales projection. Learn to automate your forecasts. Manage your pipeline better. Improve your results. Make sales more predictable with real-time forecasting and a system of checks and balances. Perfect forecast accuracy and the ability to enter a sales range for each deal.
What you will learn:
Discussing the 3 versions of Forecasting, focusing on Customizable Forecasts and Forecasts
Using Opportunities to drive forecasts
Verify the Forecast Category for the opportunities
Define Quota for each period
Overriding, Sharing, and Submitting forecasts
Stay current with forecast and sales results on your dashboard
Effectively manage sales teams with flexible, hierarchical sales management