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Sales Forecasting

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Sales forecasting can often be a mystery to your management team, but NetSuite CRM+ takes the guesswork out of forecasts with real-time sales data, complete visibility into opportunities, and a rich set of forecasting tools. Probability-based forecasting offers weighted measurement of pending opportunities, quotes and orders, with the ability to make necessary adjustments as deals progress.

NetSuite CRM+ also provides a system of checks and balances that triangulates the sales forecast into a single dashboard view.

Key Benefits

  • Increase sales predictability with real-time forecasting
  • Fine-tune forecast accuracy by creating 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 forecast visibility—not just pipeline—with integrated order management.

Features

Calculated Forecast

Calculate projected amount, close probability, and weighted amount for opportunities and quotes to provide accurate forecast.

"Mood Ring" Forecast

Allow 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 assess their accuracy.