Opportunity Forecast by Owner Grouped
Which pursuits are expected to close, in which currency, and who owns the next commercial decision?
From Customer pipeline
- ERP + CRM
- Reports and analytics
Reports for the questions your team asks
Read the forecast, operational remainders and financial position from the records that support them.
Overview×
ERP + CRM · Overview
ERP + CRM dashboard
This quarter
Work orders in view
6Total quantity ordered
2,670Planned
2Released
2Quotes by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 36 | ||
| Submitted | 24 | 67% | |
| Approved | 18 | 75% | |
| Sent | 11 | 61% |
Revision number by status
Sample totals per stage
Questions to answer
Order Fulfillment Remainders Grouped
What remains to ship or invoice after partial execution and cancellations?
Receipt Disposition List
Which arriving quantities were accepted, rejected or still require inspection follow-up?
Production Progress List
How do completed and scrapped quantities compare with the planned work and remaining work in progress?
Customer Cash Applications Grouped
Which receipts have been attributed to invoices and which still have available cash?
From Finance and close
Asset Book Valuation Grouped
What cost and accumulated charges support the asset position on the chosen Book or Tax basis?
More reports
Customer Follow-up List
Show Activities with Status = 'Open' and due date <= today by Owner, retaining Account and contact person so completed or cancelled work does not enter the due queue.
Supplier Commitments Grouped
Group purchase orders total amount by Vendor, Currency, required date and Status.
Supplier Payment Position List
Show payment runs total amount and Status once per run with linked payments made Amount and Status through payment run, retaining each Entity and Currency and distinguishing Released, Cleared, Voided and Bounced payments without duplicating run totals.
Period Close Tasks Grouped
Group close tasks by Period, Category, Owner and Status, showing due date and completed at.
Set up ERP + CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.