This dashboard enables the admin to set up the forecasting process. Forecast categories can be mapped to pipeline stages and even the cadence frequencies are customizable.
Here, the admin can set a cadence frequency for all the users. Users will be notified on the platform when the cadence deadline arrives.
Under the heading of “Frequency” admin can see a drop down to set the frequencies. By clicking the drop down, the admin can choose from these options:
In a easy-to-use tabular format, the admin can map the companies predefined deal stages to the forecast categories created by Clientell.
This is to align the company’s terminologies with the forecasting process. Here, the admin need to define the term for the “Closed Won” stage in their sales pipeline.
On clicking the drop down below the heading, the names of all the opportunity stages will pop-up and accordingly, the admin can select the stage which they consider “Closed won” that is, the opportunity is converted into client.
This is to align the company’s terminologies with the forecasting process. Here, the admin need to define the term for the “Closed Lost” stage in their sales pipeline.
On clicking the drop down below the heading, the names of all the opportunity stages will pop-up and accordingly, the admin can select the stage which they consider “Closed Lost” that is, the opportunity is completely lost and should be removed from the pipeline.