what challenges are you having with Sales opportunities and month close

The Period Management process (to which this refers) ensures that at the end of the period, you have accounted for the sales, revenue and cost forecasts that you made for that period. If a promised sale didn't materialise in Kimble, was it won and not updated >(unlikely!); lost and the salesperson too distraught to update? (maybe!) or did the customer postpone a decision and the close date should be shoved forward to the next month? (common!). A similar challenge is made for the other forecast factors such as engagement kickoff date, milestone completion and Change Order confirmations. If there are any discrepancies, then that has consequences for planning your resources, margin and cash, so they are important challenges to ask. Kimble's period management will catch those issues so there are no surprises. In my experience the challenges are sometimes the correction of errors, but often the integrated nature of Kimble PSA highlighting that sales and operations need to be more integrated in their comms and processes. The challenges tend to be more business process and people driven than technical or procedural. One tip is to check the items on the Forecasting Period screen in advance in the middle of the month and remind people what deals / change orders they predicted would close, what milestones would be completed . That way, they have time to reflect, chivvy, update or reforecast before the discrepancy can arise. Summer 20 release includes the ability to send a reminder email to engagement managers about each forthcoming milestone. Using that simple feature, for example, may be a big help to having a smooth period close. Simon Felber Consulting