A Sales Projection is the amount of revenue a company expects to earn at some point in the future. 

Projected Sales figures can be set for each month of the current year. 

A graphic comparison of actual vs projected vs previous sales is visible on the Dashboard.

Projected Sales values are manually set within DocketManager. 

To Add Projected Sales values:

Step    Action  

  1.      Select {CRM} and then select the Sales tab.

  2.      Enter in Projected Sales values under the Projected column. 


           Note: The Previous Year column shows the actual sales for the same time period in the previous 

           year. This can be used for comparison and to assist in determining the values for the current 

           projected sales.

  3.      Select {Save}. A pop-up will confirm the Projected Sales figures have been updated.