The Revenue Blog /
Can Your Sales Forecasting Platform Flex with Your Needs?
Sharad Verma
November 15, 2021
6 min read
Today, no two organizations operate in the same way. That's why you need a sales forecasting platform that works with you, not against you. The needs of every team are constantly in flux. The ongoing efforts to optimize performance, extract revenue, improve workflows, and gain better insights require that businesses constantly adjust their reporting, metrics, and views.
In this blog:
When it comes to forecasting, revenue teams have to get it right. A sales forecast is used by sales, marketing, product, support, HR, and examined by all levels of the organization. This means that metrics and data within the forecast must be highly useful and actionable.
Unfortunately, the vast majority of forecasting platforms are not built in this way. Many require custom work or weeks of intensive configurations to add one simple metric. The result is increased costs, downtime, and wasted hours.
For your business to perform at its best, you need a forecasting platform that is highly flexible and can be instantly adjusted to fit your own unique needs without any extraneous effort.
Whether you are currently using a forecasting platform, or have stuck with spreadsheets, you have likely experienced even just a few of the following scenarios:
Any of these scenarios can be highly frustrating. As a result, many of the desired changes don’t happen and instead:
That’s why BoostUp is designed to be entirely different.
We decided to address these challenges head-on. Specifically, BoostUp:
This ease of configuration extends throughout the entire BoostUp platform. You can easily adjust your forecast for:
BoostUp can easily display your forecast, with your different business types. This includes: new business, cross-sells, upsells, renewals, and so on.
Static roll-ups are a thing of the past. In BoostUp, you have hierarchical and flexible roll-ups by region, product line, business type, and more.
Advanced forecasting metrics like historical pacing, quarter pacing, pipeline coverage, submission overrides, new pipeline expected, and more are all available out of the box. Futhermore, any new metrics can be rapidly added.
It's important to know exactly what deals are, and are not making it into each forecast. That's why BoostUp includes a deals included/excluded view.
Don't be locked into a single view when it comes to forecasting. BoostUp provides the ultimate in forecasting flexibility. Adjust your view to any time frame in just a few clicks.
You can take a tour of BoostUp's forecasting platform here. You can also contact us at info@boostup.ai or schedule a demo here.
⚡️ Join +10,000 subscribers and get our weekly Revenue newsletter!