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Sales Forecasting - Sales Force Automation
Update your sales forecast in minutes
One of the less scientific areas of selling is sales forecasting. Fortunately Sales Force Automation includes forecasting. Here's an example of the easy way to update your forecast.
- Choose the forecast report either from the shortcut on the home page or the reports menu,
- Use the drop down menus to update the forecast date, opportunity, opportunity value, win probability, sales status and sales stage.
- Click submit and you're finished.
Sales forecasting is more of an art than a science. Because all of the sales information is in the LeadMaster Sales Force Automation system it is easy to pull up historical data. When it comes to sales forecasts, the best way to predict the future is to examine the past.
LeadMaster has an extensive search function that allows you to dissect the sales data in any way imaginable. This provides for a robust analysis of past sales trends. The built-in reporting function is extensive and if you can't find a pre-defined report that meets your need there's a report wizard to help you out.
Accurate sales forecasting requires analysis by sales person, by territory, by customer segment, by product, by partner, by service etc. You'll find all this and more with LeadMaster.
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