SALES · SALES AND REVENUE FORECASTING

Plan ahead with a clearer sales forecast.

Use Sales’s forecasting alongside sales, product performance and budgets to plan upcoming business. Review estimates separately from confirmed bookings.

Forecasts are estimates for planning, not guaranteed sales. Dynamic pricing is not included in this feature description.

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What you can do

01

Sales forecasting

Use projected sales to support planning.

02

Budget context

Review the forecast alongside your budget and actual sales.

03

Team decisions

Check assumptions and decide what to change.

Bring future sales into the planning conversation

Review forecast sales alongside the bookings already recorded and the budget you are working towards. Use the comparison to decide where your team should investigate demand or adjust its plans.

Check the forecast against what happens

Compare forecast and actual results over the same period. Review changes in bookings, products and revenue before revising your plan. Your team makes the final commercial decisions.