Forecasting

Make your forecasting far more accurate and provide a prediction for deals currently in your pipeline with Workbooks:

• View information whenever you need to, wherever you are in an easy-to-understand dashboard
• See any attributes of an opportunity – including which salesperson is working on it, which products you are selling, potential gross margin, and location
• Improve the accuracy of sales forecasting with Workbooks by identifying the cases most likely to convert, according to objective criteria, and committing to them
• Identify how likely each deal is to close by automatically analysing what has happened with prospects in similar situations
• Consolidate opportunities in multiple currencies into a single report
• Analyse your sales team’s performance and identify improvement areas
• See what you have achieved this quarter and the status and likelihood of the deals that are outstanding
• Plan resources for order fulfilment
• Allocate resources for future activity