Sales Forecast for VTiger Extension was designed to help manage and predict Organization’s current and future Opportunities. It includes ability to view the entire company’s Opportunities as well as drill down to each Team or User.

How to View Your Sales/Opportunity Forecast by Sales Rep

• Go to the “Menu” and select “CRM Settings“.

• Under “Other Settings” select “VTE Forecast“. Then click on the “View Forecast” button.

• You can view the Forecast for the entire organization or you can view it by sales team and the Sales Rep.

For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.