Slice and dice forecasts by segments such as region, line of business, or products — and break them down further by month or quarter. Maintain records of all changes and incorporate data from your complete sales history. Our flexible and comprehensive platform is exactly what you need to understand the gap between target and goal — and how to get there.
See how your AI-powered weighted pipeline, projected monthly bookings, manual forecast, and historical trends stack up with likely ranges of outcome for each. Use the Forecast Summary report to spot issues like missing or outdated data and fill the gaps to improve accuracy across the board.
When it comes to forecasting, you no longer need to guess the reasoning behind each rep’s number as you have a complete view into their sales activity and noticeable gaps. By assigning Actions, you can improve rep accountability and execution without ever leaving the platform.