Administrator Usage Example

The administrator defines an expected revenue forecast series. The forecast series search definition depends on the specific data need. Critical to the success of this method is the need for the sales operations team to clearly define the following:

• Proper sales stages.

• The criteria necessary to move with the next sales stage.

• The probabilities that are associated with each sales stage. Sales operations need to modify the probabilities as the process and market environment change.

• A method for managers and sales representatives to keep these sales stages accurate.