Settings Sales and Leads
Here you can set up monthly sales budget for all of your sales employees at their individual level.
Selected years – Specifies the year in which the budget applies.
Get all – Lists all employees when you press the “recall”.
Get Group – Brings back the budget for a pre-defined group
Get the selection – You can choose a selection from among the employees. Highlight the desired employee with the mouse and press “Retrieve” to add the employees in the budget. By holding down Ctrl, you can select multiple employees at a time.
By adding the total under “Total” the budgeted sales figure will be distributed evenly across all months. Press “save” to save the new budget or “Cancel” if you do not want to save the change.
If you wish to edit a sales budget, go back to the starting point and search for the desired employee and follow the procedure, remember to save your changes.
The budget is reflected in the reports “Graphical sales forecast” and “Graphic sales report.” These can be found in the CRM module “Reports”. Budget column will only appear if you select “date” or “sell” as a parameter on the x axis.
Defining Sales Groups
This can be found by going to Administration>Settings>CRM>Groups. You can create and manage groups of your choice, but it is important that the groups that you want to appear in the budget must be “Sales” under “Group Type”.
Sales opportunities are used to track the progress of sales opportunities and to make projections of future sales. Using a “sales opportunity” actively, you will be able to track a sales process through the entire sales process by using custom steps. You will also be able to easily measure “sales opportunities” for each salesperson, group, and much more using the reports in the “CRM”
You can create a “sales opportunity” for each customer who is registered as a “customer” within “CRM”. You can also link a “sales opportunity” to projects that are registered in the project module. In contrast to sales orders and invoices, the “sales opportunities” are used for tracking and measuring the sales process and have no direct connection to what is actually invoiced to a customer. A “Sales opportunity” can also be linked to a “campaign” and further, to “sales order/ invoice “so you can measure the opportunities and actual sales a “campaign” has generated.
When defining the different “step”, “rejection”, and “type” it is important to use terms that describes how a sales process usually works in your company.
“Source” of a sales opportunity will be the same choices as in “additional info on the customer”
Sales opportunities – Rejection
Here you can input information about why this sale/opportunity/customer is lost.
Sales opportunities – Step
Steps allows you to describe how far you have come in the sales process, and also update title, probability, status and potential rejection.
Sales opportunities – Type
Here you can create information about the type of sales opportunity i.e. product, service, stock item etc.
Also see further information about Sales opportunities.