IT Expertise by Allegro's President

  • Home
    Home This is where you can find all the blog posts throughout the site.
  • Categories
    Categories Displays a list of categories from this blog.
  • Tags
    Tags Displays a list of tags that have been used in the blog.
  • Bloggers
    Bloggers Search for your favorite blogger from this site.
  • Team Blogs
    Team Blogs Find your favorite team blogs here.
  • Login
    Login Login form

Forecasting in v7 takes a huge leap forward

Video shared by on in Customer Relations
  • Font size: Larger Smaller
  • Hits: 9893
  • 0 Comments
  • Print

The new SugarCRM v7 (out in late 2013) has a greatly improved forecasting module.  Just a few of the new features include:

  • Real-time reporting on distance to quota
  • Inline editing on worksheet
  • Make and save forecast drafts before committing a specific scenario to the sales manager
  • Aggregated in-forecast revenue and break up across quarters/months with selected time periods

Catch a preview of from the v7 beta hosted on our SugarCRM Youtube channel.

A founding member of Allegro, Mike Lonski has built his 4GL programming expertise in Progress since 1986. Starting in Progress version 3.2, Mike has successfully completed projects in locations ranging from the Pentagon and the U.S. Capitol Building to manufacturing shops all over the North American continent. Mike is an internationally known speaker on Progress RDBMS topics and author of Coding Smart, the Progress ADM2 book. His forte is in interfacing between real-world user requirements and technically-oriented solutions. Mike has taught, mentored and presented on Progress topics, small project estimation, and UI design on five continents. Mike also applies his technical and executive skills towards open-source applications. He is a skilled implementer, trainer, and process manager for SugarCRM application software and technical editor for the recently published edition of SugarCRM for Dummies.

Comments

  • No comments made yet. Be the first to submit a comment

Leave your comment

Guest Saturday, 27 May 2017