Pipeline & forecasting — found from sitemap — EspoCRM

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Facts read from this source

• Revenue forecast reports Report an error

  “The revenue forecasting reports are grid reports, so we choose it and press Create button.”

• Report chart types Report an error

  “You are also able to choose the chart type, which can be bar vertical, bar horizontal, pie and line, and chart color.”

• Report dashlets Report an error

  “The best thing is to create the report dashlet on your dashboard.”

• Report dashlet total Report an error

  “If you check the Display total checkbox, you’ll be able to see the amount of your company’s expected income.”

• Report runtime filters Report an error

  “The next stage of creating a revenue forecasting report is setting its parameters (Group by, Columns and Runtime filters).”

• Report table and chart output Report an error

  “As you can see, the results are shown both in the table and in the chart.”

• Markdown formatting Report an error

  “Text formatting and styling with markdown”

• Auth logs Report an error

  “Monitoring user’s activity with auth logs”

• Kanban view Report an error

  “Guide to Kanban View”

• Import export tool Report an error

  “Import and export tool for quick data migration”

• Print to pdf Report an error

  “Generate PDF documents with EspoCRM’s Print to PDF feature”

• Bpm tool Report an error

  “Business process management (BPM) tool”

• Quotes sales orders invoices Report an error

  “Building an Advanced Sales Cycle with Quotes, Sales Orders & Invoices”

• Security roles Report an error

  “Security Roles Management in EspoCRM”

• Portal feature Report an error

  “Introducing portals for customer service automation”

• Mass update Report an error

  “Using Mass Update for editing multiple records”

• Address autocomplete Report an error

  “Address Autocomplete functionality for higher sales performance”

• Formula fields Report an error

  “Managing formula fields in EspoCRM”