Sales Quota and Forecasting

Seamless Goal Alignment

Effortlessly create and assign sales quotas to your sales team whether on a role hierarchy basis or territory basis. Further, addressing your unique sales goals, define and assign quotas whether on a monthly, quarterly, or yearly basis.

To bring more personalization to your sales goals, create sales quotas either by profit or by revenue. Thus, clearly set and define your sales quotas, strategically work on your sales goals, and ensure successful sales campaigns all through leveraging our LionO360 CRM.

Measure Your Sales Performance

Periodically track and measure your sales team's performance. Ensure transparency in your sales goals and stay aware of each sales goal's status in real-time. With continuous tracking, sales or territory managers can ensure improved sales outcomes by encouraging them and identifying the lacking areas to consider working on.

Along with your sales team’s performance, you can also determine each of your sales executives’ performance. Moreover, you can also identify top performers who have exceeded their sales Quotas simplifying the performance recognition and rewarding.

Level Up your Sales

Steadily monitor your sales team and their performance. Understand their capabilities of achieving sales targets. Identify and make sure that the defined sales quota is adequately fit for your sales executives. If each of your sales teams achieves 100 % of their Sales Quota, then there is a need to set a higher sales quota.

With the help of our LionO360 CRM, you can establish sales quotas at different levels to ensure effective sales progress addressing your unique sales goals and business needs. In addition, you can personalize your sales quotas to support and level up your sales.

For instance, our system proactively allows you to define your sales quotas in terms of invoices or won opportunities. Again, you can set a quota whether by profit or revenue for the chosen time frame.

Accurate Forecasting

Leveraging the past sales data and based on your sale quota performance, accurately measure and predict your future sales or revenue. This can help you analyze your sales goals, forecast profit or revenue in the future, optimize resource allocation, and impact budgeting as well as overall sales planning.

Leveraging quota forecasting data using LionO360 CRM, effectively align your resources, anticipate demands, plan inventory levels, and reinforce informed decision-making to streamline your procurement and production lines.