FORECASTING
For high-growth & complex businesses
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Hierarchical rollups (automated)
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Hierarchical targets, calls & submission workflow
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Forecast submission reminders
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AI forecast predictions
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Predictive metrics (weighted pipeline, gap to target)
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Deal inclusion support for forecast calls
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Deal by deal changes clickable from rollups
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WoW changes since last forecast
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Pipeline & deal risk scoring
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Rule support for deal level forecast inclusion/exclusion
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Meddic & custom sales process support
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Custom object support
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Custom columns, filters, changes
RevBI
Revenue BI on connected GTM data
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Pre-connected, snapshotted data across - Salesforce, email, calendar, call, 3rd party data, data warehouses
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Historical change reporting & conversion rate funnel metrics
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Pre-built, standardized metrics & dashboards
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Self create metric + dashboards
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Targets/goals support for any metric
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Pipeline change, waterfall, risk insights
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Forecast change & behavior insights
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Embed dashboards within Salesforce
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Fully managed data warehouse
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Deal level drill downs on all dashboards
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Fine grained access control to dashboards
CORE PLATFORM
Available for both Revenue BI and Forecasting
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Data snapshotting and change capture
Opportunity splits support
User impersonation (on behalf of)
Self serve + automated user provisioning
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Pre-production sandbox / testing environment
Web and mobile support
OAuth and SSO support
OPPORTUNITY AND ACCOUNT INTELLIGENCE
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Inline opportunity/account editing
Activity based risk factors & scoring
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Meddicc / sales process intelligence
Rep level activity insights
ACTIVITY INTELLIGENCE
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Auto-capture email, calendar and 3rd party activity onto opportunities and accounts
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Configurable policies for matching activity to account and opportunity
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Publish opportunity and account risk signals to CRM
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Auto-capture activity and publish to CRM
CALL AI (ADD-ON)
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Automatic call recording and transcription
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Support for most call dialers and conferencing systems
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Transcription analysis - topics/sentiment/next steps
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Coaching using call insights
Frequently Asked Questions
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?
It’s our priority to secure our customers’ private data. You can have a look at our Privacy Policy to learn more.
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.