Further configurations


Table of contents

Sales forecasts

The "Sales Enterprise" license includes the ability to create manual sales forecasts for employees and teams, products, and sales territories. For automated forecasts, "Sales Premium" is required.

To use them, they must first be configured in the setup area. Navigate via the Sales Hub app (1), the App Settings area (2) to the Forecast configuration menu item (3).

Open forecast configuration

There you can choose between the templates Org chart forecast, Product forecast, or Territory forecast. Alternatively, a forecast can also be created without pre-populated fields (Create from scratch).

First, the top hierarchical level of the desired entity must be selected. In the case of an area forecast, this is Germany, for example, and in the case of an organization chart forecast, the sales manager or team leader. For this purpose, the hierarchies of sales territories or employees must be configured beforehand.

Configure area forecast

Further down on the first setup page, the time periods of the forecasts can be set up.

Configure area forecast periodsc

The second setup page is used to configure the permission to view the forecasts, targets, and current sales of the other team members, or sales territories.

Configure area forecast security roles

On the last page of the forecast configuration, the forecast must first be activated (1). Then download the Excel template (2), enter the forecast values into the Excel worksheet, and upload it to Sales 365 via drag & drop (3). Finish (4) completes the configuration.

Upload forecast data

Prepare forecast data

The evaluation of the forecasts can be viewed in the main area Sales under Forecasts (1). To do this, the respective forecast that has been set up must first be selected (2). The layout of this overview can be configured on the third setup page under Layout.

Configure forecast data

Assistant and insight cards

The assistant can display for example upcoming activities from Outlook, such as appointments, tasks, flights, etc., as a notification in the system. This is especially interesting when using the mobile app.

Wizard and insight cards

For this purpose, the following settings should be made in the Personal Settings. To do this, navigate via the Sales Hub (1), in the Personal Settings (2) and Insights (3), to activate the following cards there. All other cards will be deactivated.

Set up wizard and insight cards

The following insight cards are recommended:

  • Recent Meeting
  • Missed closed date
  • Close date coming soon
  • Base custom activity due today
  • Task due today
  • Email due today
  • Meeting today
  • Phone call due today
  • Recent meeting (Exchange)
  • Upcoming meeting (Exchange)
  • Upcoming flight

Enable enhanced email experience

Set up the enhanced email experience so sales reps can compose and send emails without leaving the context of what they are working on.

To do this, navigate to the App Settings section in the Sales Hub, and on the site map, navigate to Productivity Tools and Enhanced email for Timeline. Select Yes and then click Save.

Navigate to the sales hub

Create or edit offline profile

In TRASER Sales 365 Basic, an offline profile is already set up and fully functional. If new, company-specific tables should be configured or added for this offline profile. To do this, follow this documentation: Configure mobile offline synchronization for your mobile app.