Sales Projections

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Add a Projection

Log an upcoming sale you expect to close, then update its status as it moves along. Not converted by the deadline? It moves to Overdue automatically.

Projections 0

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CustomerCityRep Projected MonthValueStatus

Rep-wise Summary 0

Confirmed = clients whose projection status counts as converted, matched to their real campaign in Manage Sales and prorated to this month if it runs longer than one month. Projected = still-open projections whose Projected Month is this month.

RepConfirmed ClientsConfirmed ValueProjected ClientsProjected Value

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