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Diary, scheduling and task management    
EnquiryWriter Reference

Order Forecasts

This report displays orders with their respective forecasts (the percentage probability that an Enquiry or Quotation will become a New or Confirmed Order). It does not bring up the Quick Search dialogue, but goes straight to the Full Section Criteria dialogue box which is usually brought up by the [More Choices] button. Because of the nature of the report, the Enquiry and Quotation check boxes are switched on as a default, as it is more likely that the forecasts of orders of these types will be of interest. The Forecast Date fields also default to a period representing the current month.

The report is sorted by Order Type, then salesperson.


 

Published date: v1.1.1.1 Fri, 09 Mar 2007 11:55:45 GMT

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