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!

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