Customizing Forecasting Module
I'm trying to achieve the following:
I have about 10 sales reps --- Each will have their own Zoho CRM login.
I need each sales rep to track their progress towards target. Currently, forecasting is done using months.
I want to see targets by website. Here's an example:
SalesRep SiteName Target Current Revenue %Target
Sam ABC 10,000 5,000 50%
Sam DEF 25,000 10,000
Sam EFG 40,000 XXXX
etc...
current revenue is calculated based on closed contracts.
Thanks.