Solutions Forecast Manager is a Microsoft CRM 3.0 enhancement that improves sales forecast accuracy by simplifying the process of reviewing and updating sales opportunity forecast information.
The key benefits of Forecast Manager are:
- Improved forecast accuracy
- Reduced time spent updating forecasts
- Improved Microsoft CRM user adoption
- Configurable for each individual user the columns/fields that should be displayed in the grid
- Integration to CRM Summary makes it easy to read through all the open and closed activities and notes in a single, chronologically ordered screen
Forecast Manager presents the sales user with a single, editable screen listing all active sales opportunities. Sales personnel can quickly update the opportunity sales stage, close probability and close date. Sales Managers can view and update opportunities assigned directly to them and/or to their direct reports. Forecast Manager can also retrieve Advanced Find queries allowing users to configure complex queries to show opportunities meeting specific criteria.
