Forecast In Horilla CRM | Horilla CRM Features & Functionality | Horilla CRM Functional Tutorials

Описание: Take the guesswork out of sales planning! The Horilla CRM Forecast Module is a sophisticated feature designed to streamline your sales forecasting and target management, providing real-time visibility into your sales pipeline metrics.

In this tutorial, you will learn how to:

🎯 Set Clear Targets: Configure performance targets (revenue or quantity) for individuals and teams across specific periods.

📊 Customise Forecast Types: Define custom categories to track different metrics aligned with unique business objectives.

📈 Real-Time Dashboard: Use the visual dashboard for period-by-period analysis and comprehensive achievement tracking.

⭐ Optimise Performance: Gain data-driven insights into pipeline health (Best Case, Commit Forecast, Open Pipeline) to drive revenue growth.

Empower your sales organisation with clear goals and actionable data using Horilla CRM!

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