Forecasting

 

Forecast Generator

Sophisticated filters within the Claromentis Sales Manager application allow forecasts to be generated in any currency for any set of opportunities. Based either on gross revenue, or risked revenue derived from the current lead-cycle stage, these reports can be filtered by forecast date, company, lead-cycle stage, product or sub-product category, and territory or sub-territory.

 

Example of forecasting diagram

 

Customized Dashboard

A customized dashboard gives managers an overview of all the opportunities for which they are responsible. As well as providing an at-a-glance forecast pipeline, the dashboard tool also enables managers to drill down to view in detail all the opportunities being pursued by a particular account manager.

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Key Features

• Overview
• Permission-based access
• Definable Metadata
• Configurable lead-cycle stages
• Product Catalogue
• Multiple-currency handling
• Opportunity management
• Access to sales documentation and resources
• Automated workflows
• Easy search, filter and sort functionality
• Forecasting
• Lost and won analysis
• Lead-cycle duration reports
• Custom reporting

 

Software Demonstration

 

Datasheet