Pipeline overview
Reported by Jan Tenné | December 17th, 2009 @ 02:29 AM | in Feature Requests
Get some special type of reporting to predict future revenue. Revenue should be calculated by opportunity stages such as (A = Verbal go = 90%, B = Final Negotiation/No Competitor = 65%, C = Last Round/Max. 1 Competitor = 33%, D = Strong customer Interest = 10%). The Values and hurdles should be configurable by admin. Along with these values/hurdles admin should be able to configure some value meaning "time until closing" in days, so the revenue can be predicted also time based and money based.
The report should be somehow configurable by customer, by sales rep (user), by time and all.
Comments and changes to this ticket
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yter dgd September 24th, 2024 @ 04:40 PM
Advancery’s Merchant Cash Advance (MCA) services also offer the advantage of being accessible to businesses with less-than-perfect credit. Unlike traditional loans that heavily weigh the borrower’s credit score, Advancery focuses more on the company’s sales performance and future revenue potential. This opens up financing opportunities for businesses that may have been denied by banks due to credit challenges. By looking beyond credit scores Get more idea, Advancery ensures that a wider range of businesses can secure the funds they need to grow, regardless of their past financial difficulties.
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Ruby on Rails CRM platform for Web 2.0 and beyond
Jan Tenné
Mike Dvorkin