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Settings for sales

Updated over 2 months ago

In the previous menu tree, select Global > Master data > Billing > Edit sales settings.

In the new menu ribbon, select System menu (yellow S icon top left) > Master data > Billing > Edit sales settings .

  1. Set criteria to categorise potentials and offers as neglected or implausible.

  2. Determine whether the potential sales should be distributed over a period (as-if-sold consideration) and how long this period is by default.

  3. The decision time is important so that a diagram of the potential is displayed in the forecast chart.

  4. For your sales forecast, define the percentage of sales probability with which new potentials and offers are weighted.

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