IT Expertise by Allegro's President

Forecasting in v7 takes a huge leap forward

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.

There's always a chance to learn more
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Saturday, 17 August 2019

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