Make Sales Forecasting Easy and Flexible
Make a forecasting template. Repeat it for 10 to 1,000 sales reps.
Integrate it with Salesforce data. Customize it with custom formulas.
Integrate it with Salesforce data. Customize it with custom formulas.
Everything in one place, customizable and easy.
Immediate time to value.
Immediate time to value.
Before Finicast
❌ Sales ops analyst manually customizes and e-mails Excel spreadsheets for 50 sales reps every week.
❌ Work priorities result in sales forecasting task not being done regularly.
❌ Logistical burden resulted in inconsistent workflows and data.
❌ Work priorities result in sales forecasting task not being done regularly.
❌ Logistical burden resulted in inconsistent workflows and data.
After Finicast
✅ Workflow is automated.
✅ Sales ops analyst sends forecast request to all sales reps with a single click every week.
✅ Ability to show additional information such as pipeline, commission estimation, and ranking.
✅ Ability to capture more information such as commentary vs. prior forecast and actuals.
✅ Sales ops analyst sends forecast request to all sales reps with a single click every week.
✅ Ability to show additional information such as pipeline, commission estimation, and ranking.
✅ Ability to capture more information such as commentary vs. prior forecast and actuals.
One hour with Finicast will save you many hours every sales forecasting cycle.
Step 1: Put your sales forecasting template in Finicast
2 minutes
Create a pivot table with the line items and periods you want to capture in your forecast.
Step 2: Repeat that template for each account
2 minutes
Repeat each set of forecast lines for every account. Track it by sales rep, by geography, by segment, by cohort and more.
Step 3: Reference data from Salesforce and other systems
10-20 minutes
Bring data into Finicast using CSV files, API integrations and developer SDK's.
Set input areas as yellow cells.
Set input areas as yellow cells.
Step 4: E-mail each sales rep a dashboard with a slice of the pivot table
5 minutes
Create a single task to send an e-mail to 10-1,000 sales reps. Each sales rep will see the slice of the pivot table he's meant to see and your model will update automatically with their inputs.
Step 5: Extend it into a full model that suits your needs
Longer Project
Take your sales forecasting work and gradually extend it into sales rep modeling, unit economics, territory planning, commission calculations, quota distributions and more.
Integrate your sales model with HR to track staffing across sales territories. Link-up with FP&A to automate data flows.
Integrate your sales model with HR to track staffing across sales territories. Link-up with FP&A to automate data flows.
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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