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HomeProducts Data Sheet : Salesboom Forecasting

Data Sheet: Salesboom Forecasting

Use Salesboom forecasting functions to provide sales teams with the tools they need to manage sales forecasts. A range of functionality is available for any business requirement, use probability based forecasting for weighted measurement of pending opportunities, quotes and orders or use Advanced Forecasting tools to triangulate sales forecasts using forecast categories and deal ranges.

  • Forecasting Accuracy - Use forecast categories and sales ranges for accurate forecasting.
  • On-demand Access - Generate forecast and sales results through the dashboard. Results are based on real-time data for key indicators in generating reports.
  • Segment Views – View sales by team, campaign, contact, contract, etc.
  • Relationship Forecasting - Get contextual forecasting reports that show the pipeline in the context of other activities such as order management, actual sales, recurring revenue

Calculated Forecast

Generate reports based on a sales rep's actual opportunities, contracts and quotes. Incorporate actual quotes and estimates delivers accurate visibility the value and probability of a deal closing.

Create reports for any scenario, quarterly reports, status reports, ratio reports, etc, be easily configuring the embedded reporting tools.

Advanced Forecasting Tab

Salesboom has an advanced “Forecasting Tab”, where all forecasting functions are organized and managed. One of the unique features includes the line item summary for current pipeline activity. It is available with one click, and each view can be saved to build a time-line repository of your monitoring activities.

Configure forecasts according to various parameters as needed, such as, forecasting as a range, forecasting opportunities, incorporating current opportunities and recurring revenues into forecasts.

  • Create Tabular Reports
  • Create Summary Reports
  • Export Forecasts
  • Mass Reassign Forecasts (See your Administrator)
  • Mass Delete Forecasts (See your Administrator)

Recurring Revenue

Recurring revenue is annual revenue expected from the customer and is calculated based on the sum of a sales lifecycle.

Create Revenue categories to capture relative products or business units.

In each revenue category, distinguish between non-recurring revenue and recurring revenue.

Forecast Dashboard & Reporting

The Dashboard is available at all times and can generate many different views from roll-up to summary on all business lines.

Default Dashboards Custom Dashboards
  • Pipeline Analysis
  • Lead Source Analysis
  • Campaign Analysis
  • Team Effectiveness
  • View/Create Custom Dashboards

Generate reporting schedules for opportunities, quotes, and orders, include projections and probability of close.

Set up reports and customize views, reports and dashboards for real-time forecasting that incorporates updates as they occur. Use, modify or create new reports based on your requirements. Reference chart below for pre-configured reports:

  • Custom Reports
  • Campaign Reporting
    • Won Opportunities by Campaign
    • Lost Opportunities by Campaign
    • Open Opportunities by Campaign
    • Return on Investment (ROI)
  • Leads
    • Neglected Leads (Organization)
    • Lead Status (Organization)
    • All Leads (Organization)
    • Neglected Leads (Individual)
    • Lead Status (Individual)
    • All Leads (Individual)
  • Accounts
    • Active Accounts
    • All Accounts
    • Neglected Accounts
    • Mailing List
    • Parent Accounts
  • Contacts
    • Active Contacts
    • Neglected Contacts
    • New Contacts
    • All Contacts
  • Opportunities
    • Opportunity Pipeline
    • Stuck Opportunities
    • Closed Opportunities
    • Cases
    • All Cases
    • Cases By Priority
    • Open Cases
    • Closed Cases
    • Solutions
  • Chart Reports
    • Neglected Leads (Individual)
    • Opportunity Type Pipeline
    • Opportunity Stage/Amount Pipeline
    • Case Status

Key Performance Indicators (KPIs)

Build and use a repository of Key performance indicators (KPIs) such as Open Opportunities, Opportunities Won and Opportunities Lost to create forecast metrics. Use the KPIs for quick and easy comparison of Pipeline, Forecast and Quota activities.

Using Forecast Reports

Use built-in reports or custom build your reports with 'point and click' tools right from the browser.

Examples of built-in reports include:

  • Pipeline Analysis
  • My Pipeline Chart
  • Cumulative Pipeline Chart
  • Lead Source Analysis
  • Leads by Outcome
  • Lead Source Effectiveness
  • Campaign Analysis
  • Campaign by Outcome
  • Campaign ROI Analysis
  • Team Effectiveness
  • Number of Accounts
  • Number of Activities
  • View or Create Custom Dashboard

About Salesboom

SalesboomTM is a world leader in delivery of on-demand Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) solutions.

Salesboom has over 28,000 subscribers from around the globe, ranging from SMB to Fortune 500 customers, in over 154 countries around the world. Salesboom.com solutions drive innovation, enable business realignment, and enriches customer relations across the enterprise.

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Phone: 1.855.229.2043 (1.855.229.2043)
E-mail: info@salesboom.com

 

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