At week eight of a quarter, managers need a clear view of their progress toward quota. CaseTrack Pro combines completed cases and the active pipeline with recent case history to project where the quarter may finish, so teams can plan their next steps.
See projected quarter-end results alongside completed work and cases still in the pipeline.
Conversion estimates use recent case history where available and blend with defaults when there is less history.
Compare the projected quarter-end result with your target as the pipeline changes.
Review the contribution of open cases at each stage of the pipeline.
Set quarterly targets in Quota Management.
Case progress and completed work feed the forecast as the quarter unfolds.
Use the Forecast tab to compare the projection with the quota target.