Forecasts you can act on
A forecast is only useful if you can act on it. Sales Forecasting puts the numbers and the pipeline behind them on one screen.
The problem
Managers read the forecast in one place and fixed the deals behind it in another. Every question meant switching screens.
What it does
A new place in the app. Forecast management moved to a new location, with new functions.
Forecast what matters. Revenue can be forecast for users, sales units, products and product categories.
Work inside the forecast. Read the charts or manage the pipeline right in the forecast, together with the team.
Design decisions
Numbers next to the deals behind them
The chart and the pipeline share one screen, so a gap in the number leads straight to the deals that cause it.
Built on honest values
Forecasts are only as good as the deal values beneath them, which is why this work followed Quotes Management.
In the product
What it taught me
Put the answer next to the question. A number should lead to the thing you can change.
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