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Forecast and Budget Control
#1
I wish use that module, but a way to calculate the goal is different of default

I didn't use the opportunities, but will use all payments marked as paid, in specif period

The ideia is calculated, only the values, received, and really confirmed value in your bank account.

For example

User created a payments in module, opportunity, service contracts, tickets, etc, in that specific period

When a financial guy ( user ) will marked that's payment as confirmed in bank account

I will considering this value in goal of this salesman ( user ) in this specif period

How I can change a way system calculate a goal in this module?

and listed each payments is considering for this goal, in detail view too

Thanks
Ranieri
eCRM Web
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Messages In This Thread
Forecast and Budget Control - rslemer - 01-24-2020, 07:32 PM
RE: Forecast and Budget Control - rslemer - 01-24-2020, 08:26 PM
RE: Forecast and Budget Control - rslemer - 01-24-2020, 10:04 PM
RE: Forecast and Budget Control - rslemer - 01-26-2020, 09:20 PM
RE: Forecast and Budget Control - rslemer - 01-27-2020, 02:10 AM
RE: Forecast and Budget Control - rslemer - 01-27-2020, 08:25 PM
RE: Forecast and Budget Control - rslemer - 01-28-2020, 12:59 AM

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