This solution configures Zoho CRM to calculate sales forecasts based on deal stages, historical trends, and assigned sales targets. It provides decision-makers with clear visibility by converting raw sales data into accurate, automated projections.
Note: The visuals depicted above are for illustrative purposes only and do not guarantee exact results or interface design.
What’s Included
Automated forecast logic using custom fields and Deluge scripting
Dynamic calculation of forecasted revenue based on deal stage weights
Visual reports and dashboards showing forecast vs. actual sales
Configuration walkthrough and usage documentation
Optional Add-Ons
(Available for additional scope if needed)
Advanced reports and analytics
Custom modules beyond the Deals process
Integration with external tools for extended forecasting
Prerequisites (Client Responsibilities)
Active Zoho CRM license
Defined deal stages and sales targets
Access to historical sales data for setup
No technical configuration required on your end — we’ll handle it all.
Ideal For
Sales teams needing automated, reliable forecasts
Managers comparing forecast vs. actual sales
Businesses planning budgets and quotas with accuracy
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