financial management

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User Guide

Account-Specific Budgets and Forecasts

Account-Specific Budgets and Forecasts Introduction CRM-service provides tools to manage Account based budgets and forecasts. Billing and Opportunity (Sales Potential) information can be monitored side by side with budgets and forecast. Budgets and forecasts can be maintained for example in offering area levels. Forecasts and budgets can be fixed or rolling. CRM basic account views […]

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