Dear Customers,

We hope you're doing well!

Zoho Introduced Sales reps and it often manage several deals at once, each moving at its own pace. Some deals may take a while, some may close quickly, and others may not work out at all. This progress directly affects the organization’s revenue goals. But it’s not always easy for a sales rep to know which deals are likely to close within a specific time and which to focus on first.

Identifying the best opportunities is essential to driving revenue and staying on track. To support this, Zoho introduced a new feature: a way to predict each deal’s likelihood of success or failure.

Let’s explore!

In Zoho CRM, the forecast report shows your progress and compares it to your goals. For growing businesses, this report helps you measure performance by showing all the deals for each sales rep within the forecast period. This is the current setup.

How can these insights help your business?  

• Likely to Win: These deals show signs of success and are most likely to close within the forecast period. Sales reps can prioritize these deals for focused efforts.

• At Risk: These deals have traits similar to past unsuccessful deals and may not close. Reps can proceed carefully with these and plan ways to improve their chances.

• Low Priority: These are often in the early stages and unlikely to close soon. Reps can concentrate on deals with higher priority instead.

If a deal doesn’t have enough data or previous records, a blank value appears in the “All Factors” column.

In summary, these enhancements strengthen your revenue forecasting. Labels help you prioritize deals, and the summary shows potential revenue at a glance. For busy sales reps, these insights make deal management easier, so you can focus on what truly matters.

For more Details visit pfc-group.com.