Comprehensive Sales Forecasting
Know exactly what will close this month (and what won’t)
The holistic company forecast
From an SDR to an AE to a director, every member of the sales team is responsible for hitting their number. They are also responsible for delivering a reliable forecast. InsightSquared gives sales teams the data and context to predict outcomes with unrivaled accuracy.
Not having to labor in Excel and pivot tables to get the answers we need has been amazing, especially when it comes to forecasting our business.
Becka Dente, Conga
Predictive sales forecasting
Sales leaders can employ any number of basic methodologies to produce forecasts, but predictive models require large sets of varied data. InsightSquared’s forecasting reports blend multiple factors including historical patterns, rep performance, stage data, and pipeline age to predict outcomes.
Forecasting with historical trendlines
For organizations with short sales cycles, pipeline-based forecasts are often very inaccurate. After all, deals that will close this month may not have yet been entered in your CRM. InsightSquared’s historical forecasts predict where you’ll end the month by factoring in previous performance, not solely current pipeline
Managing your rep-based manual forecast
Company-level forecasts often begin at the rep-level. Team managers start by rolling up reps’ forecasts, and sales executives aggregate team forecasts.