SugarCRM Top Tip - Forecasting


Sugar’s Forecasts module incorporates Revenue Line Item & Opportunity records to build Forecasting Worksheets and predict sales. Users can work towards sales quotas at the individual, team, and sales organisation level. Before users may access the Forecasts module to begin building forecasting worksheets, a user with administrator access must configure the Forecasts module with the organisations desired Time Periods, Ranges, Scenarios, and Worksheet Columns.