Make Sales Forecasting Easy and Flexible
Integrate it with Salesforce data. Customize it with custom formulas.
Immediate time to value.
❌ Work priorities result in sales forecasting task not being done regularly.
❌ Logistical burden resulted in inconsistent workflows and data.
✅ 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
Step 2: Repeat that template for each account
Step 3: Reference data from Salesforce and other systems
Set input areas as yellow cells.
Step 4: E-mail each sales rep a dashboard with a slice of the pivot table
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
Integrate your sales model with HR to track staffing across sales territories. Link-up with FP&A to automate data flows.
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
Share those charts as dashboards.
Use a built-in lasso tool to interactively draw on the map to perform tasks such as defining sales territories.
Moving cards within the boards automatically updates values in the underlying table.