Key Features:

• Forecasts by product, fiscal period, sales rep and more.
• Ideal for companies whose revenue recognition rules differ per type of revenue (ex: licences, hardware and services).
• Uses Dynamics CRM's business management fiscal year settings. You can set your goals the way you work - by period, quarter, semester or year. It even supports 4 week cycles.
• Fully customizable - you select the fields to use from the oppotunity entity.
• Works on premise or on-line.
• Easy implementation. The role base security allows you to enable to solution for only the selected users. You can try it for one test user and then role it out to the rest of your sales team.
• Out-of-the-box charts and dashboards that you can use instantly.

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CRM Quick Win Solution™

Revenue forecast helper (only 299$ CAD)

Dynamics CRM opportunites work great managing the funnel and upcoming sales.
But all of the sale forecasts are based on the estimated closed date of the opportunity.
For companies with project cycles spanning over multiple fiscal periods, forecasting revenues becomes a nightmare. Our Revenue Forecast Helper solution will spread the estmated revenue of the opportunities in the funnel over the period of the project helping you analyse the revenue stream.

Who should use this product:
 - Service companies
 - Software companies who sell services with their products

Fully customizable

Out-of-the-box reports and dashboards

Integrates with Dynamics CRM's Fiscal year settings