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!

Related User Guide Topics

Bulk update Sales Quote Status to Lost
11 Mar 2021
With so many deals, Sales team are time poor that’s why QuoteCloud makes it easy to edit deals in bulk. Giving you more time to close that next deal.
Bulk Delete Sales Quotes
11 Mar 2021
Sales teams need to focus on the next deal not get hung up on the losses. That’s why QuoteCloud allows users to quickly clean up all their old documents and focus on the new.
Revising a sent Sales Quote
28 Nov 2019
There will be occasions when your customer provides feedback on your sales quote and you need to modify the sales quote and resend it
Customer Address Book
30 Oct 2019
If QuoteCloud recognises a customer name or email address new sales quotes, the software can automatically complete customer details.

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