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ID846 - Sales Forecast Due next week -To Rep, Overview and Sample

ID846 will email weekly to your sales person showing deals forecasted to close next week with a message to update now if not accurate. Requires ID741 for Sherpa event change log if below Compass Sherpa 4.0 version. (update required for Compass Sherpa 4.0, please let us know at help@ceojuice.com)

 

**Sales Rep notification is based on rep who created opportunity, not rep currently assigned to the customer in Sherpa.**

Sample Output:

ID846.jpg

Alert has 1 Variable:

Variable 1 (Exclude Stages)

List, separated by comma, the stages in Compass Sherpa that should be excluded from reporting.

 

 

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