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Sales Forecasting

Simplify and Streamline your Sales Forecasting Process
Collaborative Solution for Sales Forecast Reporting

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The Importance of Sales Forecasting

Sales forecasts provide executives with the information they need to strategize for the future and make better business decisions.

A sales forecast provides an indication of the company’s expected financial position and serves as a basis for cash flow, inventory management, resource allocation, overall plan for growth.

Dynamic connection to ERP, CRM, Accounting data

The PARIS Sales Forecasting solution seamlessly integrates with 3rd party software that sales reps typically use to record their progress throughout the sales cycle. Think Hubspot, Salesforce, and the like.

A dynamic connection to these softwares eliminates the need to enter duplicate data in multiple systems and keeps your sales forecasts updated in real-time. 

Engage the Sales Team and Empower the Sales Director

Engage sales reps in the sales forecasting process by giving them the capability to interact directly with the reports. Our Sales Forecasting solution enables sales reps to input their forecasts from a web or Excel interface that is connected to a centralized sales forecasting model.

Having the data entered into a centralized model allows Sales Directors to provide their leadership with a team sales forecast without having to manually create the report, but with data drawn automatically in real-time from their CRM.

Custom Calculations and Weighted Measurements

The PARIS Sales Forecasting solution lets you define custom formulas for your organization’s unique sales cycle and stages.

By adding weights to measures and factors in your sales process that increase close probability, you can minimize the subjectivity of your rep’s forecasted deals. Similarly, custom calculation defined within the sales forecasting model, as opposed to reporting tools (spreadsheets and data visualizations), minimizes risk for manual errors and enables automatic updates of KPIs and metrics.

Dynamic connection to ERP, CRM, Accounting data

The PARIS Sales Forecasting solution seamlessly integrates with 3rd party software that sales reps typically use to record their progress throughout the sales cycle. Think Hubspot, Salesforce, and the like.

A dynamic connection to these softwares eliminates the need to enter duplicate data in multiple systems and keeps your sales forecasts updated in real-time. 

Engage the Sales Team and Empower the Sales Director

Engage sales reps in the sales forecasting process by giving them the capability to interact directly with the reports. Our Sales Forecasting solution enables sales reps to input their forecasts from a web or Excel interface that is connected to a centralized sales forecasting model.

Having the data entered into a centralized model allows Sales Directors to provide their leadership with a team sales forecast without having to manually create the report, but with data drawn automatically in real-time from their CRM.

Custom Calculations and Weighted Measurements

The PARIS Sales Forecasting solution lets you define custom formulas for your organization’s unique sales cycle and stages.

By adding weights to measures and factors in your sales process that increase close probability, you can minimize the subjectivity of your rep’s forecasted deals. Similarly, custom calculation defined within the sales forecasting model, as opposed to reporting tools (spreadsheets and data visualizations), minimizes risk for manual errors and enables automatic updates of KPIs and metrics.

Provide relevant information across hierarchy

Analyzing sales forecasts differs across hierarchy and business functions – Sales Managers analyze the performance of individual sales reps, Directors assess pipeline mix, deal sizes, probabilities for their department, VPs analyze and project overall sales of the organizations, and Executives need a top-level view of the sales projections in order to plan and make strategic business decisions.

Create multiple report views that give users across the organizational structure quick access to the most relevant information, while still giving them the capability to drill-down to the details as they want. PARIS’ centralized sales forecasting model ensures that there are no discrepancies in the reports and that all views are updated in real-time.

Create best and worst-case scenarios

PARIS Sales Forecasting solution provides the capability to create as many versions of the sales forecasts to illustrate the various possibilities that businesses encounter.

This is most useful for creating best and worst-case scenarios that users can easily switch to view or compare side-by-side. Your business can be ready for anything.

Provide relevant information across hierarchy

Analyzing sales forecasts differs across hierarchy and business functions – Sales Managers analyze the performance of individual sales reps, Directors assess pipeline mix, deal sizes, probabilities for their department, VPs analyze and project overall sales of the organizations, and Executives need a top-level view of the sales projections in order to plan and make strategic business decisions.

Create multiple report views that give users across the organizational structure quick access to the most relevant information, while still giving them the capability to drill-down to the details as they want. PARIS’ centralized sales forecasting model ensures that there are no discrepancies in the reports and that all views are updated in real-time.

Create best and worst-case scenarios

PARIS Sales Forecasting solution provides the capability to create as many versions of the sales forecasts to illustrate the various possibilities that businesses encounter.

This is most useful for creating best and worst-case scenarios that users can easily switch to view or compare side-by-side. Your business can be ready for anything.

Drive efficiencies with a collaborative sales forecasting solution.
See how it works.