Opportunity Forecast

Use the Opportunity Forecast to review probability estimates and predicted revenue for opportunities your firm is pursuing.

Client Hierarchies

If Ajera CRM is configured to use client hierarchies, you can click the folder icon at the top left of the General tab of the Client Info Center to view a graphical representation of the client hierarchy called a "tree." The client hierarchy tree makes it easy to navigate between the parent and subsidiary client records.

You can group or sort this report by client hierarchy. To do that, select a parent criterion, such as Parent or Grandparent, on the Sorting/Grouping tab. The parent criteria that are available depend upon the levels of client hierarchy established in the Client Hierarchy form (Configuration > General > Client Hierarchy). A client record that has no parent client record but has at least one child (subsidiaryclient record) is considered a top-level client for sorting and grouping.

When you report by client hierarchy, we recommend that you select Client Number as one of your sorting and grouping criteria.

Options Dialog Box

Use the Options dialog box to specify reporting options for a report. Depending on the report, the dialog box contains one or more of the following tabs: General, Sorting/Grouping, Columns, Budget, Metrics, User Defined Sections, Activity, Drill Down, Layout, and Graph.