Hi,

I'm struggling to implement an effective Zoho solution for our company. We sell relatively inexpensive products to a manageable number of accounts, and we'd like to figure out how to use Zoho CRM to do some basic quarterly forecasting and results tracking. Because we have a large number of small sales, it doesn't make sense to create potentials for each possible sale. Instead, I've considered creating one potential per quarter for each account. This works well for forecasting, but then the question is how to compare our actual results (reflected in Sales Orders created) to the forecasted potentials for each account. I don't want to constantly update the stages of the potentials, I'd rather just compare sales orders in the quarter to the potential for each account, but I can't figure out how that can be done.

It seems like this should be a relatively simple task ... am I missing something? Is there a better practice that someone can suggest for quarterly forecasting and results tracking?

Thanks for any advice,

-Jamey.