Create a New Forecast

Now to create the proposal, select Forecast then the “+” icon.

office 6.jpg

You will be brought to this screen to select targets for your avails.

Starting in the upper left, click on the Search for a customer drop-down field and select the customer you created in the previous steps. You may also create a new customer on this page, if you haven’t done so already, then enter your Proposal Name. For the Landing Page URL, you will need to enter the landing page of the company/organization website you are generating the Proposal for.

For this walkthrough, we will be using as the landing page.

Select Next in the lower right corner to proceed.

As you proceed through the platform, you will see your progress at the top of the screen. The next step is the Geography section.

Yielding progressive results with
agile methodology

  • Audit Analysis
    and Discovery
    1 - 2 weeks
  • Proposal
    of Strategy
    1 - 2 weeks
  • Onboarding and
    4 weeks onwards
  • Testing and
    Proof of Concept
    1-3 weeks
  • Launch
    Pre-Go Live Test
    2 weeks
  • Analyze and Optimize

Take the next step