Setting Up Forecast and Enabling for Users
Sugar Training for End Users
Sugar Forecast Configuration and Usage
Comprehensive Onboarding Training for SugarCRM End Users
Applicable for
Sugar Sell
Sugar Serve
Sugar Enterprise
Upcoming Classes
Duration 3 Hours
Price $ 150
The training is for any business user / salesperson and administrators to configure and use the Sugar Forecast module effectively.
After the training you will be able to build forecasts using the Opportunity Line Item and Opportunities module.
Topics Covered
- Configure forecast module
- Create a SummSet Targets for Sales teams / Sales team membersation Report
- Opportunities and Opportunities line items as forecasting methods.
- Reports and Dashboards that help forecast
Intended Audience
Sugar Business Users, Sugar Administrators, Sugar Developers, and Sugar Architects, Sales Executives and Sales Managers
Pricing and Plans
Sugar for End Users
Getting Started with Sugar
- Comprehensive Onboarding Training for SugarCRM End Users.
- Understanding how to navigate the SugarCRM and learning how to create various modules like Accounts, Contacts, Leads, Opportunities, and Activities modules.
- Understanding and learning about the Lead Conversion mechanism.
- Understanding and learning how to track the Activities and Tasks seamlessly and efficiently in Sugar.
- Understanding how to Manage Sales Pipeline and Forecasting.
- Learning and gaining hands-on experience on how to use Sugar as a Business User.
Sugar Reports Creation and Dashboard Setup
- Navigating the Reports module in SugarCRM and understanding how to use Stock Reports.
- Creating custom Reports for different modules with various Report Types.
- Understanding how to select and add fields from the current module and its related modules, apply filters, and organize data in Reports.
- Visualizing data with charts and graphs and learning how to add custom reports to your dashboard.
- Understanding how to create Dashboards with Dashlets in the Home Page.
- Understanding how to create and organize Dashboards for Module List view and Record views.
Sugar Import Functionality
- Understanding the importance of data migration and updates in CRM systems, and discovering how Sugar Import streamlines the process.
- Exploring the significance of data cleaning and formatting before import, ensuring data accuracy.
- Understand validation rules and practices to maintain data integrity throughout the import process.
- Understanding how to navigate through the Import Wizard interface, choose import types, upload data, and understand the handling of duplicates.
- Learning how to review the imported data, address inconsistencies, and maintain clean CRM data.
Sugar Administration Essentials
