Sales Plans/Quotas added to the Sales Manager

You can now enter a sales budget or quota for each user and track progress on the sales manager. Set a monthly quota for each user that you want to have one on the 'admin' page in the 'Sales Opportunities' section. Then look at the Sales Manager. In the sales projection area, you will see the projection, along with the quota for the period and the percent to plan.

Another improvement to the Sales Manager is that you can now look at the sales opportunities and sales projection for any member of your team. Just click the circle next to the team member and the data will be updated to reflect only their oportunities and their quota/budget.

One more change that may be helpful. When you configure your 'Products', you can enter a 'Price'. Then when creating a new opportunity, you can enter a quantity and the size of the opportunity is calculated for you.

Let us know what you think of the changes and how we can continue to make the Sales Manager work better for you.