InsuredMine CRM | Optimize and Grow Your Insurance Agency

Forecast view- Deal Forecast

Anticipate demand with increased efficiency through the Forecast feature in Pipeline Manager. Sales managers can easily track deals on the basis of months. The organized sales projections help in tracking changes, assign tasks and manage effortlessly with brilliant insights into issues.

The forecast is related to the expected closing date and it shows deals expected to close in the respective months.

To view forecast segment , follow the steps mentioned below:

  1. Navigate to Pipelines.
  2. Click on the Forecast icon.
  3. The monthly view of the deal cards is displayed as shown below.

A realistic estimate of deal close dates is important for forecast.

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