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You can create weighted sales forecasts in Scopevisio.

Weighted potentials and quotations in the forecast

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You have the usual options to filter the filter the table show and hide columns (1), and create individual views (2), which can be used as work lists can be saved as worklists (3).

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1. See how the forecast is distributed between potentials and offers.

2. View the different weightings / phases and click on the links to see an overview of the relevant elements.

3. See your top leads and prospects and navigate via the links to the potentials and offers assigned to these contacts.

4. The forecast can also be displayed per employee and/or for a different reference date.

5. A tabular and/or cumulative overview is also available.

6. Call up a bar chart that visualizes the sales forecast.

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