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Leverage your existing data and systems to shape your priorities, and turn your Sales Forecast into a key management tool to maximise revenue and profit growth, and great customer engagement in line with your priorities. The Visual Forecast dashboard builds upon the Customer Landscape Dashboard to visualise and categorise your existing customers. |
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Visualise your sales forecast - incorporating this month, quarter or year to date figures from your accounting system, with forecast opportunities from your CRM system, to give you a forecast for the period with no manual effort. Allowing you and your team the maximum time and information to focus in the right areas to delivering your sales. |
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Drill into see the forecast with historical actuals and forecast amounts by month. |
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Drill in to your sales pipeline, and view the opportunities that are forecast and the next steps, directly from your CRM, filtered by sales person/team, size of opportunity, and close date. |
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Click straight through to the opportunity or account in your CRM - including Salesforce.com, Microsoft Dynamics, Zoho CRM, Capsule or Highrise. Easily extensible to support most other CRMs that you may use. So your sales team continues to use the same CRM system that they currently use, but with more focus |