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Revenue Forecasting Dashboard

Predict monthly/quarterly revenue with pipeline-based forecasting

❌ The Problem

  • Forecasts are guesses based on gut feel
  • Pipeline probability isn't weighted properly
  • Historical patterns ignored
  • No scenario planning capability
  • Forecast accuracy is embarrassingly low

✅ The Solution

  • Data-driven forecasting from pipeline
  • Probability weighting based on historical close rates
  • Trend analysis improves accuracy
  • What-if modeling for scenarios
  • Hit forecast numbers consistently

How It Works

1

Data Integration

Connect CRM and historical data

2

Model Training

Learn from historical patterns

3

Forecast Generation

Probability-weighted predictions

4

Scenario Modeling

Run what-if analyses

5

Tracking

Compare forecast vs actual

Key Features

Real-time forecast calculation
Probability weighting
Historical trend analysis
What-if scenarios
Deal-level breakdown
Rep and team rollups
Forecast vs actual tracking
Confidence intervals
Seasonal adjustment
Board-ready reports

Works With

Salesforce
HubSpot
Looker
Tableau
Google Sheets
Excel
Slack
Email

Don't see your tool? We integrate with 100+ platforms.

Perfect For

Revenue Leaders

Accurate forecasting

Sales Operations

Data-driven planning

Finance Teams

Revenue predictability

Pricing

$2,497

One-time setup + configuration

Optional: $300/month ongoing maintenance & optimization

Includes updates, new rules, performance monitoring, and support

Custom configuration tailored to your workflows

Integration with your existing tools

Testing, training, and documentation

30 days post-launch support

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