Automate the sales forecasting process by leveraging the right balance between algorithms and manual refinements. Choose the automation level best suited for your business.
Configure the application to have opportunities automatically added and removed to forecast when thresholds are passed. Let the algorithms drive the revenue distribution over time based on opportunity product and product family information for a high volume business. Changes to opportunities are then automatically propagated to forecast enforcing accuracy.
For more high touch business models with sales reps defining opportunities amounts more freely the monthly revenue distributions can be defined and maintained in the forecasting application. Efficient tools lets you enter and maintain revenue across multiple revenue types and then reflect the summary into an overall opportunity amount.
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