Dear Dolibarr Developers and users. This is a suggestion made some time ago that i believe would be of great advantage. I am a novice here so i don’t know if there is already a way to accomplish this thats way i am post it here, if there is, can some one please let me know how to do it.
From Vincenzo:
Since Dolibarr is a CRM and ERP, my suggest is to create a module for Sales Pipeline management, where the different opportunities can be scored properly, usually different status are linked with sales probability:
for example. Typically all CRM allows to manage different stage for sales and visualize the Sales Funnel as well as to create a Forecast based on volume multiplied probability.
Any help on this? Love the overall product and a module like this would make it a top business product !!! I bet someone has thought about this before.
Maybe someone has done it already ?
you may look on dolistore for workflow
or “restock” which takes in account the importance of each step of the sale to put an average %age and define a re stocking level.
Maybe you can ask and pay him to adapt to what you wish.
Maybe someone has done it already ?
you may look on dolistore for workflow
or “restock” which takes in account the importance of each step of the sale to put an average %age and define a re stocking level.
Maybe someone has done it already ?
you may look on dolistore for workflow
or “restock” which takes in account the importance of each step of the sale to put an average %age and define a re stocking level.
Thanks a lot but for what i what i want to achieve this will not do. It will be nice if I could see what my sales forecast value would be in say 3 months at 80% this gives me some expectation of coming business. I think this should be in the Third Party Module.
Sorry mate the links only works when used form the forum. found the app but i don’t think is the right way of doing it. Anyway thanks a lot for your help.
Nando