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Forecasting

Enable sales to forecast, easily identify ‘best case’ and ‘commit’ and get a view on how likely they are to hit target.

Workbooks gives you MORE.

More visibility.
More accuracy.
More foresight.

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Make your forecasting far more accurate and provide a prediction for deals currently in your pipeline with Workbooks:

  • View information whenever you need to, wherever you are in an easy-to-understand dashboard
  • See any attributes of an opportunity – including which salesperson is working on it, which products you are selling, potential gross margin, and location
  • Improve the accuracy of sales forecasting with Workbooks by identifying the cases most likely to convert, according to objective criteria, and committing to them
  • Identify how likely each deal is to close by automatically analysing what has happened with prospects in similar situations
  • Consolidate opportunities in multiple currencies into a single report
  • Analyse your sales team’s performance and identify improvement areas
  • See what you have achieved this quarter and the status and likelihood of the deals that are outstanding
  • Plan resources for order fulfilment
  • Allocate resources for future activity

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