Forecasting

Using both gross revenue or risked revenue depending on the current opportunity stage, sophisticated filters allow forecasts to be delivered on any stream of opportunities. These are filterable by forecast dates, by company, stages, product categories and territories.

 

The forecast can be analysed in an currency, sub territories and sub projects can be included or excluded as required.

 

Each user can see their own pipeline within the context of all accounts he or she has permission to view forecasts for.

 

The forecast is automatically graphed using the Claromentis Dashboard Engine.