Sales Force Automation: Forecasting

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Sugar Forecasting gives sales representatives and managers the ability to generate accurate forecasts based on sales data in SugarCRM. Managers can create, assign and edit quotas for their team, roll-up forecasts across individuals and teams, and measure forecast accuracy relative to commit amounts. Sales representatives can take advantage of scenario planning tools to generate high, medium and low forecasts, utilize worksheets to develop accurate commit amounts, and track their sales progress from the Sugar homepage.

Scenario Planning

Generate more accurate forecasts with high, medium and low commit amounts to produce a more complete view of future sales results.

Forecast Worksheets

Leverage sales opportunity and sales stage information within Sugar to develop more meaningful and accurate sales forecasts.

Forecast Roll-Ups

Consolidate sales forecasts from individuals, teams or divisions to gain a macro view of how company is performing relative to quota.