SALES FORECASTING & PIPELINE MANAGEMENT
Predict Attainment and Identify the Path to Overachieve
Take a data-driven approach to forecasting monthly, quarterly, and annual attainment. And get insights into your pipeline to make up any gaps, so you can hit your accelerators.
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Insights You Need to Beat Targets
Data-Driven Revenue Forecasting
Plan early with 90%+ forecast accuracy going into the month or quarter
Pipeline Movement & Inspection
Analyze pipeline gaps and movement to create a clear path to target
Automated Insights & Alerts
Real-time alerts help you solve issues before they become real issues
Tailored For Your Business
Custom define metrics and dashboard views to fit your unique needs
Track Bookings vs Pace to Make Up Any Gaps
Instantly view key revenue metrics like current bookings, % of goal, and pace against last quarter or year
Automated insights alert you to specific regions, teams, or segments that are tracking behind and likely to miss
Easily drill into insights to uncover which teams need additional support to overachieve against targets
Cross Check AE-Driven Forecasts With Data-Driven Forecasts
Have 90%+ forecast accuracy with Datajoy’s ML forecast engine that continually adjusts and improves with data
Understand why you’re forecasted to miss or exceed with proactive insights and guided drill downs into the data
Changes in CRM sales stage or process updates the ML model and projections in real-time vs months of “normalization”
Drill Into Your Pipeline to Ensure a Path to Target
See your pipe coverage vs historicals by any dimensions and cuts — region, segment, or pipe stage, filtered down by team
Pipeline insights highlight potential blockers that may prevent you from reaching target, i.e. not enough late stage pipe
Easily drill into the data for more details including the opportunities that make up the different pipe stage numbers
Explore Pipe Movement to See What Can Pull In
Analyze pipeline changes between any two points in time, filtering by any dimension including region, segment, or team
Drill into specific movement categories and opportunities to pull in or expand deals to make your month or quarter
Identify Potential Issues Early With Automated Insights and Alerts
System-driven insights automatically identifies gaps in your forecast and pipe coverage along with the reasons why
Create custom email alerts for any critical business metric, such as Late stage pipeline for AMER-CMRCL behind pace by 22%
Customize Metrics and Filtered Views to Fit Your Business
Custom define metrics like Bookings, Pipeline, or ARR according to your specific and unique definitions
Drag and drop attributes like Segment or Bookings Type as filters to view your forecast, pipeline, and funnel the way you like
Learn more about our flexible metrics platform
Sales Forecasting and Pipeline Management Are Just Two Pieces of the Revenue Puzzle...
Want to dig deeper into how your full funnel is performing? Check out our funnel analytics capabilities.
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