Projects

Highlight a client name and any projects related to the guest profile will be displayed. By default the first (oldest) project is highlighted automatically.

 

To add another project, press the insert-button  or double-click on the list box.

 

The analysis-button  shows a comparison of the budget set for the client and the current sales opportunities. An arrow-symbol visualises immediately if the actual figures fall short of the budget or exceed the same. In addition, the number of contacts and the time invested per Sales person is indicated.

 

Figure 50: Analysis Target/Actual