Getting Started with Enhanced Forecasting

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Overview

This course is designed to provide a basic introduction to the Enhanced Forecasting reports available in Sell Premier. We'll provide an overview of what Enhanced Forecasting has to offer and define how to leverage the 16 out-of-the-box reports. 

In this course we'll cover the following topics: 

  • Enhanced Forecasting Overview
  • Understanding the Enhanced Forecasting Reports
  • Adding Reports to your Dashboard 
  • Interacting with your Reports  

Intended Audience: 

Sell Premier Users 

Sales Representatives

Account Managers 

Sales Operations

Sales Managers

Sales Executives

Lessons

Overview
Understanding the Reports
Using the Reports

Price: FREE

Please email university@sugarcrm.com if you have course feedback or need assistance