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Sales Forecasting

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Sales forecasting can often be an unknown to your management team, but NetSuite CRM+ takes the surprise out of forecasts with real-time sales data, comprehensive visibility into opportunities, and a robust set of forecasting tools. Probability-based sales forecasting allows weighted measurement of pending opportunities, quotes and orders, with the capability to make essential adjustments as deals progress.

NetSuite CRM+ also delivers a system of checks and balances that triangulates the sales forecast into one simple dashboard view.

Key Benefits

  • Increase sales predictability with real-time sales forecasting software.
  • Fine-tune forecast accuracy by developing forecast categories and entering a sales range for each open deal.
  • Overcome inaccurate sales process probability logic, sales rep sandbagging, using "mood ring" forecast
  • Get true sales forecast visibility—not just pipeline—with iunified order management.

Features

Calculated Forecast

Calculate projected amount, close probability, and weighted amount for opportunities and quotes to deliver accurate sales forecasts.

"Mood Ring" Forecast

Permit prediction to be captured as an override, without tying the forecasted number to any specific opportunities or quotes.

Multiple Forecasts

Support multiple forecasts for comparison to determine their accuracy.