forecasting & pipeline management
Accurate Forecasting and Reliable Pipeline Analysis
Eliminate bad data and clunky spreadsheets. Get a LIVE source of truth for your forecasting, pipeline and deals. Meet BoostUp, your live roll-up cockpit that gives you an accurate view of your entire business.
Predictable Forecasts Start With a Strong Process.
Implement Your Custom Process Within Days.
In revenue operations, change is the only constant. You need a solution that can be tailored to your unique needs and one that your front line will adopt readily. BoostUp’s flexible and highly configurable forecasting achieves just that without forcing you to change your CRM.
Whether you are forecasting deal by deal, or requiring your reps and managers to call a number, override those numbers, our flexible forecasting platform has you covered. Your reps, SCs, 1st line, sales leaders and your CSMs + post-sales team engage in a collaborative process and you get a single source of forecasting truth.
Standardize your weekly, monthly and quarterly submissions process for your VPs, RVPs, Managers and Reps on a weekly cadence. With forecasting reminder notifications, your sellers will submit their forecasts on time and you can save 8-10 hours per week of manual work.
With a single click, understand what has changed since the previous week's forecast call. All metrics are snapshotted so you can investigate the precise source of every change in your pipeline and forecast.
BoostUp's forecast AI learns from your historical data, applies real-time deal by deal risk scoring of your current pipeline and predicts in-quarter pipeline creation pacing to give you an accurate forecast you can rely on.
No more spreadsheet work or waiting for answers from your BI team. Pre-built BI dashboards provide real-time pulse on what's changing in your pipeline, quarterly and yearly progress, and pipeline coverage trends.
Automatic gap to target analysis. Set targets or use our AI targets for closed-won, pipeline, pipe coverage, pipe creation. Understand pipeline and pipe coverage gaps with AI that analyzes pipeline targets and historical conversion rates.
In-Depth Pipeline Risk Analysis.
Accurate & Real-Time Pipeline Changes.
All your pipeline questions are answered in one place with interactive pipeline waterfalls, Sankey progression and pipeline creation trend widgets. BoostUp snapshots your pipeline hourly and provides instant visibility into why your pipeline is changing.
Intelligent risk grading of your entire pipeline by stages, close month, risk factors and sellers. Understand the quality of the new pipeline created, discover which sellers have the riskiest pipeline, understand the top risk factors from inactivity, disengagement and sentiment for you entire pipeline.
For each seller, use pipeline level risk factors built on buyer disengagement data, seller inactivity data and comprehensive risk scoring and help your sales managers with insights they can act on.
Pipeline waterfall and flow Sankey visualizations help you understand how much was pulled, pushed, won, lost, and slipped. Understand how the deals are moving and converting from stage to stage.
Get time-series analytics on any sales metric, including forecasts, pipeline, activity, and quota attainment. Use our advanced metrics and dashboards to get insights into how the business is performing.
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