Loading......
-
User guide
- Get started
- Company & contact
- Diary & appointments
- Documents
- Find & selection
- Project
- Dashboard
- Chat
- App Store
- Service & requests
- Sales
- Marketing
Loading......
-
Menu
-
User guide
- Get started
- Company & contact
- Diary & appointments
- Documents
- Find & selection
- Project
- Dashboard
- Chat
- App Store
- Service & requests
- Sales
- Marketing
-
User guide
Monitor your pipeline and forecast sales
Updated on 20 Dec 2021
Giving each sales rep the ability to manage and forecast their own sales pipeline is a great way to ensure effectiveness of your entire sales team. This section will show you how to monitor your sales pipeline and forecast your sales with the help of dashboards, selections and reports.
To reach your long-term sales goals, it is essential to maintain a healthy pipeline. It will help you have an objective overview of both the individual and the group pipeline, allowing you to react quicker, fill the gaps and identify the deals that require additional resources or efforts.
How-to guides:
Did you find this information useful?