Analyze, plan and execute on sales goals

Account segmentation. Territory modeling. Rep-to-territory assignments.
Quota distribution. Commissions.
Finicast makes it easy
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Analyze

Bring your sales and marketing data into one platform with various data integration options.

Analyze your data to craft the most optimal sales plan.

Create custom formulas to define the optimal way of doing account segmentation for your business.

Plan

Use pivot tables with formulas to craft plans by regions, sub-regions, territories and accounts.

Distinguish between historical and forecast portions of your plan.

Use built-in features to create hierarchical sales plans.

Execute

Easily assign different slices of pivot tables and models to hundreds of sales reps for real-time collaboration.

Easy

Centrally manage historical data, forecasts and business logic.

Collaborative

Build models that scale and automate workflows.

Powerful

Create and share beautiful dashboards and collaborate in real-time.

Sales Forecasting

Create a pivot table for sales forecasting and assign each slice to each sale rep by e-mail addresses.

Have the sales reps follow a link to see their portion of the pivot table and populate the yellow cells.

Territory Staffing

Perform account segmentation, territory modeling and staffing plans all within Finicast.

Instantly see territories that remain vacant through easy collaboration with HR.

Sales Commissions

Calculate commissions for 10 or 1,000 sales reps in one-go.

Write custom commission formulas and overwrite computed values with user-provided values for special cases.

Pivot-based Modelling

Define a model once and repeat it across thousands of permutations

Fast and Scalable

Create detailed models that trace back to original data sources

Familiar Formula Syntax

Build and audit models with a familiar formula syntax

Version Control

Collaborate in real-time with a sophisticated version control system

Beautiful Interface

Model with ease using an interface designed by analysts

Built for Integrations

Our API-first engineering approach
connects data seamlessly

Beautiful Charts

Easily turn tables and pivot tables into beautiful charts.

Share those charts as dashboards.

Interactive Maps

Display geographical information on a map.

Use a built-in lasso tool to interactively draw on the map to perform tasks such as defining sales territories.

Kanban Boards

Present table information as boards.

Moving cards within the boards automatically updates values in the underlying table.