And the recurring revenue reports show customer payments that come in multiple installments, so you can accurately generate revenue projections. You can also customize reports to your business requirements to highlight winning patterns and pipeline bottlenecks for your team to overcome. Plus, the interactive dashboards allow your sales team and leadership to see how they are performing in real-time. Pipedrive integrates with third-party software, such as Google Apps, MailChimp, and Zapier, and includes a powerful API if you want to make other connections.
You can forecast sales by geography, product line, or account, with any level of granularity — e. Plus, you can also get a clearer picture of your sales pipeline health and use the Predictive Insights to help focus sales resources on the best opportunities to drive more consistent revenue. Anaplan also combines third-party data with historical sales patterns, including trend and seasonality, to help you create more accurate forecasts representing the current selling environment.
But SPOTIO captures and tracks all the sales data that your business requires so that you get complete and accurate sales forecasts. You also get comprehensive, real-time insights into the performance of your sales team. You can monitor critical sales activities , review pipeline metrics , and track revenue data at the rep, team, territory and organization levels. And then use the data to adjust plans and take action, so you hit your sales targets. The resulting trends and recommendations give sales reps clear guidance on what to do next and tell you where you stand on every deal.
You get total visibility into your pipeline, so you know exactly where each deal stands — next steps, decision-maker engaged, awaiting sign-off — and forecast accordingly.
But you can also identify any risks — budget not discussed, deal stuck in a stage, decision-maker not engaged, competitor brought in — and adjust forecasts accordingly. You can view all the real-time information you require on a specific forecast category, deal, product, or team on one convenient screen. Then, focus on the strategy and find a way to close the deal. Workday Adaptive Planning formerly Adaptive Insights lets you simplify and improve your sales planning and forecasting processes.
Data is automatically linked together in real-time, eliminating the need for time-consuming manual data entry. Sales, finance, and other business partners have access to the same data, making collaboration transparent and straightforward. When you automate the sales forecasting process of data collection and eliminate version control issues, you reduce risks because everyone is always working with the same, current version of the data.
As a result, everyone gains confidence in the plans and can talk about strategic business initiatives instead of the accuracy and version of the forecast model. You can also make quick adjustments to unexpected events and use what-if scenarios to determine the best way to react.
Pricing: Contact Workday Adaptive Planning for a customized plan based on your company size, plus the number of seats, package, and features you require. Plus, the AI-driven updates let you easily roll up forecasts across your team and ensure everyone is on track to hit the target. You can slice-and-dice forecasts by segments such as region, line of business, or products — and break them down further by month or quarter.
The flexible and comprehensive platform also maintains all change records and incorporates data from your complete sales history, so you can understand the gap between target and achieved sales. For instance, you can use the Forecast Summary report to spot issues and fill the gaps to improve accuracy across the board. Pipeline review meetings also become a breeze because you have full confidence in your sales activity data.
You can quickly identify which deals to pull forward, and which ones to pause. Plus, you also know which reps to coach as you can understand the reasons behind their sales figures. Pricing: Contact InsightSquared for a custom quote based on user role. It provides insights into all deals called in and out of forecast so that sales teams can see discrepancies and address disagreements accordingly. You can also change forecast views by product, segment, geography, or any other design point.
Aviso pulls data from your CRM and stores it separately so that you can create multiple views of the forecast, for example, by business units, product lines, or renewal dates. And by using AI and big data, Aviso can make predictions based on both sales and pipeline performance. All of these sales forecasting tools let you view pipeline activity, import sales data, track progress against your sales goals, and create custom reports. Then, add the number of units sold and price per unit — the sales amount and percentage totals will calculate for each month with built-in formulas.
Smartsheet is a cloud-based platform that allows sales teams to effectively manage pipelines by creating one location to track and manage efforts, surface open and at-risk opportunities, and provide real-time visibility to improve forecasting.
See Smartsheet in action. Watch a free demo. Excel Smartsheet. This sales forecasting template provides an estimate of future sales for multiple products in a yearly view, but you can customize it to project sales for any period of time. Enter the product, service, or other category name according to your needs. Then, enter your estimated monthly sales. There is also space to add historical sales, which can help you identify trends and other information that will be useful for making future projections.
This customizable sales forecast template is designed to forecast sales for a month time period. Enter the number of units sold, unit price, and unit cost of goods sold CoGS. This template also provides year-to-year comparisons to identify the years that saw the highest rate of growth.
Excel Google Sheets. This sales forecast template is user-friendly and displays the monthly and yearly sales projection for a product at a glance.
Simply enter the number of units sold and price per unit for a product. Then, the total sales and percentages will auto-calculate with pre-built formulas. This template displays the highest performing month and provides insight into sales trends and fluctuations.
This monthly sales projection template is customizable and shows forecasts in a monthly and yearly view.
Enter the year forecasted at the top, add total projected sales goals for new business and reorders for each month, and then add actual sales for comparison. The variance will calculate via built-in formulas, so you can measure the accuracy of new monthly sales, product reorders, and combined totals. This daily sales forecast template enables you to estimate sales projections for a daily or weekly time frame. This customizable sales and budget forecast template is used to project monthly sales and planned expenses for a company, including advertising, insurance, payroll, and overhead.
Add the estimated number of customers, average sale per customer, and average cost per sale. Then, add budgets for operating, payroll, and office expenses.
This sales and profit forecasting template provides the projected sales, operating income, and market share for a product over a five-year span. The results provide the forecasted sales and profit based on target operating income and target market share. This sales forecast presentation template provides visually appealing graphics that you can customize according to your needs. Add projected sales and growth percentages for any time period.
Then, add charts and historical data to display trends. This presentation template also includes a slide that allows you to add key takeaways or other pertinent information to support your forecasts. This sales forecasting template is based on the deal stage, size, and probability. Enter the company name and contact information related to each deal, select the deal stage, and add the deal size. Once you enter the stage and size, the probability and weighted forecast will auto-calculate with built-in formulas.
This template also has space to assign a sales representative, select anticipated close dates, and detail necessary further actions.
This sales forecast template provides a weighted forecast for opportunities based on the probability of the sale. Add the opportunity name, sales phase, sales agent, region, and sales category. Then, add the forecasted amount and probability for each opportunity. Based on the values you enter, the weighted forecast will auto-calculate with pre-built formulas and display a visual of sales projections on the Forecast Totals and Forecast Graph tabs. This lead-driven forecasting template enables you to project the value of each lead on a monthly basis, based on historical data e.
When you customize the Deal Stage key, the deal stages use formulas to automatically update accordingly.
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