Create a dynamic Sales Cash Flow Projection
from Deals captured on Hubspot.
Hubspot Deals to CashFlowCreate a dynamic Sales Cash Flow Projection from Deals captured on Hubspot.
Increase sales productivity by automating manual spreadsheet processes. Eliminate the need to re-input data into sales reports with a live connection to your CRM.
Give sales teams the capability to collaborate on their Cash Flow projections on the web or Excel that’s connected to a centralized forecasting model.
Provide executives with a comprehensive view of your organization’s financial situation by incorporating accurate cash flow projections with actuals data.
Love Hubspot, but hate reporting?
Don’t waste valuable sales time on repetitive data input.
Eliminate error-prone calculations and outdated reports.
PARIS Deals to Cash Flow App automates the cash flow reporting process
so you can be more productive and have accurate and timely reports.
Hubspot is a marketing and sales platform with a centralized CRM at its core. End-users of Hubspot are typically sales agents and marketers.
Hubspot’s Sales Hub provides sales agents with tools that will help them keep track of their deals and be more productive.
In Hubspot’s Deals module, agents input deals they are working on including details like amount, current stage in the sales cycle, and several other factors that allow Hubspot to estimate the probability of winning the deal.
Why Deals to Cash Flow?
Hubspot Deals is a great tool for capturing information needed to create a Cash Flow projection from sales activities. While Hubspot provides a revenue forecast across all deals in their respective stage, it does not provide a sales forecast over time.
PARIS’ Deals to Cash Flow app uses information from Hubspot Deals to generate a Cash Flow forecast that is automated and dynamically updated in real-time.
The Deals to Cash Flow app eliminates time-consuming manual processes by synchronizing Hubspot to a centralized PARIS cloud database that automatically computes a sales projection over time. This provides sales agents a more realistic view of their deals, and gives management a forecast of the expected Cash Flow from sales.
How it works:
1. Sales agents input Deals data in Hubspot
2. Deals-to-CashFlow app synchronizes in real-time and re-calculates two data models: Sales Agent View and Leadership View
3. Sales Agent can access their view on a connected Excel spreadsheet to view their Deals and Cash Flow Forecast.
- The app will automatically project the cash flow over time, based on the inputted Spread Type.
- Sales Agent view is filtered to display only the Deal records of the current user
- Multiple users can access and update the Excel spreadsheet in real-time.
4. Leaders (Management and C-Level) can view the consolidated Cash Flow Forecast a connected Excel spreadsheet.
- Cash Flow Forecast can be displayed in various ways – monthly, quarterly, or yearly comparisons
- View consolidated data across each sales agent
- Data is updated in real-time and can be accessed by multiple users