Hi There!
We are excited to announce the completion of Sales Insight's new multi-product Project page, and multi-product Forecasting capabilities! We'll be rolling out these new features in the coming months to all users.
NEW! Project Page
- NEW Automatically calculated Distance to Job and Travel Time based on plant and project location using Google Maps.
- NEW Ability to award multiple quotes based on specific product line.
- NEW No more SAVE buttons - Real time autosave on Edit Project.
NEW! Multi-Product Forecasting
- NEW monthly forecasting and actuals for Aggregate and Asphalt.
- NEW nested hierarchy with Projects at the top level, followed by Customer, Plant and Product. The rows expand/collapse for viewing at any level in the hierarchy.
- NEW 'Auto Forecasting' feature allows users to choose between automatic and manual forecasting with the simple click of a button.
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