Before you can use the CRM automation, you have to set up a CRM integration.
Monitr allows you to automate your forecasts thanks to API integrations and calculation modules. Automated forecasts can be created from the Budget Versions page.
With the automated forecast "CRM" you can forecast the impact of potential sales deals on your cash flow.
Once the budget has been drawn up, you can find everything in your reports, dashboards and graphs. In the transaction table of your reports, the deals are also added and the type indicated so you always know where the data comes from. Your revenue forecast is now automated.