Analyze, plan and execute on sales goals
Account segmentation. Territory modeling. Rep-to-territory assignments.
Quota distribution. Commissions.
Quota distribution. Commissions.
Finicast makes it easy.
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.
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.
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.
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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.
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.
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.
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
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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
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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.
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.
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.
Moving cards within the boards automatically updates values in the underlying table.
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