For high-growth & complex businesses
Hierarchical rollups (automated)
Hierarchical targets, calls & submission workflow
Forecast submission reminders
AI forecast predictions
Predictive metrics (weighted pipeline, gap to target)
Deal inclusion support for forecast calls
Deal by deal changes clickable from rollups
WoW changes since last forecast
Pipeline & deal risk scoring
Rule support for deal level forecast inclusion/exclusion
Meddic & custom sales process support
Custom object support
Custom columns, filters, changes
Revenue BI on connected GTM data
Pre-connected, snapshotted data across - Salesforce, email, calendar, call, 3rd party data, data warehouses
Historical change reporting & conversion rate funnel metrics
Pre-built, standardized metrics & dashboards
Self create metric + dashboards
Targets/goals support for any metric
Pipeline change, waterfall, risk insights
Forecast change & behavior insights
Embed dashboards within Salesforce
Fully managed data warehouse
Deal level drill downs on all dashboards
Fine grained access control to dashboards
How long does it take to set up RevBI?
Compared to legacy BI solutions or traditional forecasting tools, RevBI’s time-to-value is incredibly fast. It takes approximately 2-4 weeks to complete the setup.
Do you offer a free trial?
We don’t offer a free trial package, but you can learn more about how we can help your business by reaching out to one of our team members.
How do you protect customer data?
What are your fees?
Unlike most legacy BI tools, there are no hidden costs with RevBI. You can talk to one of our team members and learn more about our transparent fee structure.
I have more questions…
We’re here to help your business! You can check our Support page or get in touch with one of our team members to learn more about RevBI.