Forcast???How???Oppertunity???

[Meyer]

Hi there

Forecast now works fine but i have run into another snag.

We have 3 sources of income


Training
support
software sales


I need the forecast module to be able to distinguish between these 3. for software sales will have a far less probability factor that support. etc. I have done 2 things so far and that is to add 2 extra fields = ammount fields fir support and training. the amount i have changed to software.

Any ideas?

[JVWay]

Not really sure what you've done so far but presumably you have separate opportunities for software than you do for support. If that's the case or you can make that the case then having different sales stages and associate %'s can fix this.

In custom/include/language/en_us_lang.php you'll find these entries. You can see where I've altered a couple like M.A.N. which a sales term for Money, Authority, Need and set a value. Sugar will calc the difference for you. So, these items need to match up. You could create a selection for software that has the desired percentage.

I'd suggest creating new fields in the sugar_stage dropdown in the drop down editor. This will create the additional rows for you in the second array here then you can copy that into the top array in this file. Probably need to do a quick repair/rebuild after this.

$GLOBALS['app_list_strings']['sales_probability_dom']=array (
'Prospecting' => '10',
'M.A.N.' => '25',
'Proposal/Price Quote' => '50',
'Negotiation/Review' => '80',
'Solution ID/Won' => '90',
'Closed Won' => '100',
'Closed Lost' => '0',
);
$GLOBALS['app_list_strings']['sales_stage_dom']=array (
'Prospecting' => 'Prospecting',
'M.A.N.' => 'M.A.N.',
'Proposal/Price Quote' => 'Proposal/Price Quote',
'Negotiation/Review' => 'Negotiation/Review',
'Solution ID/Won' => 'Solution ID/Won',
'Closed Won' => 'Closed Won',
'Closed Lost' => 'Closed Lost',

[Meyer]

hi there

This is ok,
But they want a seperate forcast per income stream.