Future Sales Conversion

Diarised Calendar for future work

Additional Work Follow Up

Progress VHC is able to deliver key information to enable future sales conversions by providing:

  • A forecast of future sales revenue based upon scheduled work
  • A diary schedule for the work
  • Alerts for scheduled work

Profit Forecasting

The profit forecasting can show the anticipated income over the forthcoming months based on the ‘Scheduled' work.

The profit forecasting can be broken down by:

  • Advisor Breakdown
  • Monthly Forecasts

Diary Schedule and Alerts

The diarised schedule allows users to review details of ‘Scheduled' work and this information also triggers alerts to either the Advisor or to a centralised marketing department.