| |
|
When you set the probability of a Forecast in the Forecaster screen you will see a box of pop-up help that describes the conditions that need to be met in order to justify a setting of, say, 30%.
This is where you can edit the pop-up help to reflect your company's guidelines on judging the likelihood of a forecast. |
| |
|
|
|
|
Show me |
| |
|
|
|
|
Setting the pop-up help |
|
|
Choose the type of forecast; Sale, Purchase or Expediter |
|
|
|
Choose a probability range from the drop-list |
|
|
|
Edit the pop-up help text
|
| |
|
To copy text from one range to another, highlight the text and right-click it to access the Edit menu |
| |
|
|
|
|
|
Why is this necessary? |
| |
|
By giving guidelines when setting a Forecast, you standardise the way that everyone in the company judges the likelihood of a forecast to come true.
One salesperson might finish a phonecall and judge that there's a 90% chance of a sale, whereas another salesperson making the same call might be more conservative and set a figure of 60%. Without guidelines, both figures are meaningless.
By specifying that in order to set a probability of 30% you must have either made a presentation or met the prospective clients, it means that you can't legitimately set the scale at 80% without having done one of those two things. It basically means that everyone is singing from the same sheet. |
| |
|
|
| |
|
Note Changes made in this section will affect all users. |