Revenue Forecasting Dashboard
Predict monthly/quarterly revenue with pipeline-based forecasting
❌ The Problem
- →Revenue forecasts are manual spreadsheets updated weekly
- →No real-time visibility into forecast accuracy
- →Pipeline changes aren't reflected in forecasts
- →Leadership lacks confidence in revenue projections
- →No what-if scenario modeling for planning
✅ The Solution
- →Real-time forecast calculations from CRM pipeline
- →Probability-weighted pipeline for accurate projections
- →Historical trend analysis and seasonality adjustment
- →What-if scenario modeling for planning
- →Automated weekly forecast reports to leadership
How It Works
Pipeline Data Sync
Real-time sync of deals, stages, and close dates from CRM
Probability Weighting
Apply win probability to each deal based on stage
Historical Analysis
Analyze historical win rates and seasonal trends
Forecast Calculation
Generate monthly/quarterly revenue forecasts with confidence intervals
Dashboard & Alerts
Live dashboard with weekly digest reports to Slack/email
Key Features
Works With
Don't see your tool? We integrate with 100+ platforms.
Perfect For
Sales Leaders
Get real-time visibility into revenue projections
Finance Teams
Accurate revenue forecasting for financial planning
Executive Teams
Confident projections for board and investor reporting
Pricing
$3,800
One-time setup + configuration
Optional: $500/month ongoing maintenance
Includes model refinement, new scenarios, and support
Custom forecasting model for your sales cycle
Integration with CRM and BI tools
Dashboard design and report setup
30 days post-launch support and tuning
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