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REVENUE COMMAND CENTER

Accurate sales forecasts 

Create tighter process alignment, increase visibility and establish accountability with confident and accurate forecasting.

MEASURE WITH REVENUEBI ANALYTICS

Forecast Management Dashboards

Most bottom-up forecasting is a black box. And when you can’t see and measure what goes into your forecast, you can’t project with confidence or get ahead of risks. Time to see it all in living color.

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Forecast accuracy on forecast calls.

Measure how accurately your teams forecast at different points in the quarter.

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Forecast accuracy on specific deals.

Measure how well reps and managers forecast individual opportunities with human judgment.

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Forecasting process adherence.

Define and enforce your submission and review processes.

 

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On-demand forecasting analytics.

Build dashboards, comparisons, and reports to understand your deals and progression in granular detail.

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See how we deliver.

BENCHMARK WITH REVENUEAI INSIGHTS

Forecast Projections, Outcomes & Risks

It’s far better to identify and mitigate risks early in the quarter rather than try to fix problems after they appear. That's the power of benchmarking with confidence.

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Forecasted deal risk reporting.

Catch which deals will slip, lose or win early in the quarter.

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User and team level forecast projections.

Gain an AI-assisted projection of closed revenue by rep and team.

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Forecast risk assessment throughout the hierarchy.

See the AI-enhanced likelihood you'll hit or miss your targets.

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AI Forecast insights & RevBI metrics.

See everything from one place to know where you're at in the quarter and subsequent quarters.

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See how we deliver.

IMPROVE WITH REVENUE AUTOMATION

Forecast Submissions & Rollups

Manual forecasting processes leave a lot unsaid: Who’s submitting a call, how it’s assembled, the cadence they follow, or what has changed over time and when. Hold everyone accountable to known assembly, submission, and review protocols.

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Flexible rollups of data from CRM.

Easily create rollups of any field in CRM, and track trending and goal attainment. 

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Automated assembly of forecast submissions.

AI-assisted forecast assembly and submission.

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Week-on-week forecast deltas & change tracking.

Develop rollups and views that show what has changed in team and rep forecasting calls.

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Schedules, alerting, & locking for forecast rigor.

Ensure process rigor with rep and manager alerts, using both top-down and bottom-up submission locking rules.

BoostUp helped us run efficient forecasting meetings that are accurate.
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Anna-Luisa Fisher-Jeffes

Sales Operations Manager

How Unily increased their forecasting accuracy by 20% with BoostUp