Business Forecast & Revenue Tracking
Navigation: Header → Business Forecast (Admin only)
Revenue Quota Management
- Allocates monthly and quarterly revenue targets to individual sales reps.
- Tracks real-time attainment progress against each rep’s assigned quota.
- Quota achievement automatically updates when deals are marked Closed Won.
Milestone Invoicing & Payment Tracking
Navigation: Business Forecast → Payments
- Tracks project milestone payment schedules (e.g., 50% upfront, 25% at prototype, 25% at delivery).
- Sends alerts for overdue client invoices.
- Bridges the gap between closed sales and actual cash collection.
Forecast Approval Workflows
- Sales managers formally review and approve projected deals before they are included in company-wide revenue forecasts.
- Prevents inflated or premature revenue projections.
